Investment Policy Statement
Investment Policy Statement
In order to be able to meet our clients’ investment needs, the investor’s investment horizon, investment goals and risk tolerance preferences are defined.
»MoreGlossary
The most important terms from the world of funds - arranged alphabetically. Click one of the letters to display the relevant terms.Alpha
When you compare a fund with its benchmark, alpha is the theoretically guaranteed fund yield - if the benchmark's yield is zero. Alpha represents a fund's under- or over-performance compared to the benchmark.
Asset Allocation
A fund's asset structure. Creation of an investment matrix taking risk spreading into account. Possible earnings are shown with their associated risks so that only necessary risks are taken.