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 ...

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 ...

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 ...

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 ...

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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5
DEC
2020

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