Neumann capital AG

Managed Account - Neumann Capital Absolute Return

Portfolio Strategy - Neumann Capital Absolute Return

Our proprietary developed and real traded equity-oriented portfolio strategy „NEUMANN CAPITAL ABSOLUTE RETURN" has several unique features.

The portfolio consists of three components that are held at all times.

Basic portfolio: International equity portfolio via ETFs (always around 100% invested).

Permanent hedging: The basic portfolio is hedged at all times using exchange-regulated derivatives (cross-hedge).

Additional exchange-regulated overlay strategy to cover hedging costs: In order to earn the hedging costs, we use an exchange-regulated, proprietary overlay strategy that exists at all times and benefits from fluctuations in bull and bear markets.

Key characteristics

Real traded / no backtest
Forecast-free approach / no timing elements required
Permanent protection against international stock market crashes (Corona stress test successfully passed)
Prospect of stable positive return due to protection against stock market crashes
Prospect higher returns than the overall market
Prospect of lower drawdowns and lower volatility than the overall market (e.g. DAX 40, S&P 500, MSCI World, etc.)
Highest liquidity
Unlimited scalability

Performance (AS OF March 31, 2024)

The DAX 40 Performance Index was specified as the benchmark for the sake of simplicity. A more correct gauge would be an internationally weighted benchmark (currently: Germany 25%, Europe 25%, China 15%, India 10%, USA 25%). Please note that past performance is not a reliable indicator of future performance. Future results may be lower as well as higher.

ASSETS CLASSES

Stock ETFs, Index Options

REGIONAL FOCUS

Germany, Europe, USA, China, India

EXPECTED DEVELOPMENT

Annualized target return after costs is approximately 15% p.a.
In good phases of the international stock markets (indices) the portfolio should follow the upward trend.
In bad market phases the portfolio should remain relatively stable in value. The maximum drawdown of the portfolio should not exceed 12%.
In volatile market phases the portfolio should profit due to the overlay strategy which is based on exchange regulated derivatives.

Expected development of our strategy in certain market phases (equities)

Chance

Chance of stable positive return due to protection against stock market crashes
Chance of lower drawdowns and lower volatility than the overall market (e.g. DAX 40, S&P 500, MSCI World, etc.).
Chance of higher returns than the overall market

Risks

There is no guarantee that the forecast investment objectives will be achieved.
Depending on the asset selection / combination and position size, there can be high fluctuations in value and losses in the portfolio.
Movements in the market upwards could not benefit.
The results can also be below the investment objectives.
WPast performance is no guarantee of future success. Despite the positive results in the past, losses cannot be ruled out.

DO YOU HAVE ANY QUESTIONS?

JUST GIVE US A CALL.

We will be happy to assist you personally.

You can reach us at

+49 (0) 69 9577 6107 or +49 (0) 151 1841 1595

Monday to Friday from 9 am to 6 pm.

or use the contact form

non-binding contact

Neumann capital AG

Managed Account - Neumann Capital Absolute Return

Portfolio Strategy - Neumann Capital Absolute Return

Key characteristics

Performance (AS OF March 31, 2024)

ASSETS CLASSES

REGIONAL FOCUS

EXPECTED DEVELOPMENT

Chance

Risks

DO YOU HAVE ANY QUESTIONS?

JUST GIVE US A CALL.

Neumann capital AG

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