Overview Investment Funds with Dynamic Allocation
In the case of our equity funds we aim for a long term investment horizon. The ARVEST Investment Committee continuously adjusts the equity ratio in the funds to changes in the environment with an anti-cyclical approach. The goal is to generate added value over an entire economic and financial market cycle.
In the case of our bond funds the weightage, term and currencies are adjusted continuously to changes in the environment with an anti-cyclical approach. The main objective is to achieve long term returns by investing in bonds worldwide and the simultaneous preservation of the value of the funds assets .
Since a sustainable increase in value is only possible by avoiding major losses the investment strategy for our funds allows for significant reduction of market risk by temporarily increasing liquidity. Risks associated with irrational market factors are thus effectively controlled.