Product Structure
Implemented through an Actively Managed Certificate within a Protected Cell Company structure.
The structure was deliberately chosen in order to implement the strategy flexibly and without traditional fund restrictions.
Investment Solution
An actively managed investment solution for the structured implementation of macroeconomic market cycles through liquid and bankable investment instruments.
The strategy combines active allocation, flexible positioning and disciplined risk management within a clearly defined product structure. The objective is an institutionally implementable solution that can adapt to changing market phases and capture opportunities across different asset classes.
Product Overview
Product Details
The investment solution is designed with a flexible and institutionally implementable structure. Product design, liquidity, fees and access are defined in a way that allows the strategy to be implemented in a controlled and bankable manner.
Implemented through an Actively Managed Certificate within a Protected Cell Company structure.
The structure was deliberately chosen in order to implement the strategy flexibly and without traditional fund restrictions.
Weekly tradability with seven days’ prior notice.
This keeps the solution sufficiently liquid for active management while maintaining a clearly structured operational setup.
Management fee of 1.2% p.a. and a performance fee of 15% with a high-water mark.
Depending on the access channel, an issuing charge of up to 3% may also apply.
Investable from USD 100,000 within a retail-eligible structure.
Distribution takes place through banks and intermediaries within the framework of regulatory suitability assessment.
Flexible allocation across different asset classes without fixed leverage.
Depending on the market phase, the strategy can actively overweight or underweight asset classes and sectors.
Operational implementation follows a clear structure with defined responsibilities.
Product, access and regulatory framework are designed so that strategy and structure work together consistently.
Governance
The investment solution is not only strategically structured, but also operationally and regulatorily defined in a clear manner. Responsibilities, product structure and distribution framework are designed so that strategy and implementation work together consistently.
The strategic management of the investment solution follows the defined Global Macro Multi Asset approach.
Analysis, allocation, market phase assessment and risk management are derived and implemented within a structured investment process.
Implementation takes place through an Actively Managed Certificate within a Protected Cell Company structure.
This structure creates the operational framework to represent the strategy in a bankable and flexible manner without unnecessary structural restrictions.
Regulatory responsibility is embedded within an existing asset management structure.
This ensures that decision-making, product access and operational implementation remain anchored in a clearly traceable regulatory framework.
Access is provided through banks and intermediaries within the framework of suitability assessment.
This integrates the investment solution into a professional distribution process that structures access, suitability and the investor interface in a clear and consistent manner.
Product Architecture
The investment solution is designed so that strategy, product structure, regulatory framework and access work together consistently. This creates a bankable and institutionally comprehensible implementation.
The foundation is an actively managed Global Macro Multi Asset approach with flexible allocation across different market phases.
Macro analysis, portfolio construction and risk management work together systematically to position capital with discipline along structural market cycles.
Implementation takes place through an Actively Managed Certificate within a Protected Cell Company structure.
This structure enables flexible and bankable implementation without unnecessarily constraining the strategy through traditional fund restrictions.
Access is provided through banks and intermediaries within the framework of regulatory suitability assessment.
This keeps the solution anchored within a clear distribution framework and allows it to be integrated professionally into existing investor processes.
The investor gains access to a clearly structured and bankable investment solution with defined liquidity and fee logic.
Product structure, access and operational implementation are aligned so that strategy and the investor interface work together consistently.
Next Step
The product page outlines the structure, access and implementation logic of the investment solution. The next step is either to establish direct contact or to explore the underlying macro thesis further in the current market environment.
Get in touch to discuss access, structure, framework conditions and the specific integration of the investment solution.
Open Contact 02Explore the current macro thesis, the market phase and the structural developments on which the investment logic is based.
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