UCITS vs. AIF style fund

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The Comparative Landscape of AIF and UCITS Funds: A Guide for Investors

Introduction

Investment funds have long been a cornerstone in wealth management, offering investors a diversified approach to capital growth. In the European financial landscape, two types of funds dominate: Alternative Investment Funds (AIFs) and Undertakings for Collective Investment in Transferable Securities (UCITS). While both have their merits, they also come with distinct limitations. This article aims to shed light on these two types of funds, focusing on the ...

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A Strategic Pivot for Skandi AIF Fund

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Dear valued investors,

We hope this message finds you well. Today, we’re writing to share some essential news regarding a significant change in the investment mandate for the Skandi AIF fund, managed by Robofunds and advised by SoftCapital.

The Original Mandate

As you may recall, the Skandi AIF fund was initially focused on investment opportunities within the Scandinavian region, specifically covering Denmark, Sweden, Norway, and Finland. This approach was grounded in a well-defined rationale, believing in the stable, yet lucrative, markets that ...

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Discover Robofunds Skandi: The AI-Driven Nordic Fund.

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We are thrilled to share that our forthcoming fund, Robofunds Skandi, has been featured in an insightful article by HedgeNordic. The piece beautifully articulates our innovative approach to asset allocation using AI and sophisticated algorithms.

Led by Lars Pehrsson, an experienced software engineer and economist, we at Robofunds have developed an asset allocation tool that revolutionizes portfolio construction and rebalancing. Robofunds Skandi is our inaugural fund, leveraging this tool to meticulously select 20-30 top-performing Nordic stocks from a pool of 4,000.

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AIF Investment Strategies: Navigating Modern Economic Challenges.

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In Europe, two types of funds are particularly popular and dominant: AIF and UCITS. UCITS-based funds are heavily regulated by the EU (ESMA) in terms of investment strategy, while AIFs are less tightly controlled. AIF Investment Strategies, can this intense regulation be a disadvantage for both retail and professional investors? We’ll take a look at this in this article.

Alternative Investment Funds (AIFs) offer unique advantages, making them attractive to many investors. Unlike UCITS funds, AIFs have the opportunity to shift ...

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Softcapital.com Introduces Advanced Robo-Advisor Investment Management

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Softcapital.com Launches Robo-Advisor Investment Management to Revolutionize fund management.
Softcapital.com, a leading provider of financial software solutions, announced today the launch of a new company focused exclusively on robo-advisor technology. SoftCapital will act in the capacity of advcisor to this new company which will use advanced algorithms and AI to create optimal portfolios for individuals and institutional investors.

“We’re excited to launch this new venture and bring our expertise in financial software to the world of investment management,” said Lars Pehrsson, CEO ...

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Year end 2022

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The OMXC20 index had a mixed performance in 2022, due to factors such as the ongoing COVID-19 pandemic and uncertainty around global economic conditions. However, despite this volatility, our portfolio “Dania” continued to perform well throughout the year.

In fact, we attribute our success in part to the advanced AI and math algorithms that we use to analyze market ...

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Year end results

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Stable progress and low volatility.
The year 2021 was plagued by Covid, but we are quite satisfied with the figures for our internal fund “DK shares”

The return ended at 29.90% with a volatility of 6.61% compared to the benchmark (EDEN) which ended at 14.86% with a volatility of 15.66%, ie a significantly better result with lower risk.

In this connection, we have ...

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The proof is in the pudding

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Have you ever in the middle of your pudding stopped mid-pudding to wonder how it might have some “proof” in it, as suggested by the expression “the proof is in the pudding“? We found out the hard way during the corona period in many Teams and Zoom meetings that this idiom was highly relevant to what we were doing. While demonstrating our tools for portfolio construction and -rebalancing we experienced growing scepticism as we during presentation reach ...

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Chinese stocks is the new black

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China is the new black

Of the 5 portfolio we design and trade, and 35 we design – our China large cap (CLC) far outperforms any other sector and theme funds we cover
Take a look at the graph and numbers below. Note, the recipe of our portfolios are for institutional investors only.
Our approach to fund design is using AI (neural network) in 2 vital places. Design of the weights and in the rebalance process, this concept has proven very valuable.

The statistics ...

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Portfolio Rebalance, November

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It is time for the monthly rebalance of SustainableUSA. November gave a decent result while keeping a low risk.
The result for the month was:  4.87%. which annualized is :58,44%

If you followed the portfolio weights of last month, here are the trades you have to perform in order to revert to the optimal solution:

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