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Equities Zero50

Dynamic Asset Allocation

Strategy´s Purpose

For Conservative Investors

A medium risk multi-asset class strategy focused on providing an attractive long-term total return by actively limiting volatility and drawdowns.

Investment Process

1. First step

Construction of three portfolios: Defensive, Balanced and Positive, with different volatility levels and asset classes exposure limits.

 

These three portfolios employ USD denominated ETFs investing in up to 13 different sub-asset classes offering a high level of diversification.

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3. Third step

After each allocation shift or monthly-based, an optimization of the Tactical Asset Allocation is implemented using our Portfolio Optimizer.

Real Results
Since April 2019

2. Second Step

The strategy systematically manages the asset allocation shifting it systematically in progressive steps between 0%-30%-50% of equity weight, following the signal from our “Global Risk Indicator”.

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Equities Zero50 Performance.png

YEAR

Equities Zero50

Balanced Portfolio

MSCI World

2020

10.6%

7.6%

16.5%

1 Y

13.5%

32.4%

8.7%

2021 (YDT)

9.7%

4.7%

18.8%

Contact us

For general questions, please write us here:

Our Locations

EyePerformance Technology S.L.

Calle Velazquez 126
28006 Madrid, Spain.

EyePerformance AG
Bundesstrasse 5
6300 Zug, Switzerland.