With Point Capital's fund solution, you can invest professionally, diversified and efficiently – without having to conclude an individual asset management mandate. Our investment funds provide easy access to an actively managed investment strategy that is designed to successfully navigate different market phases and generate attractive long-term returns.
Our fund solution
The strategy
The strategy combines:
- Global diversification via quality equities, bonds, alternative investments and liquidity
- Flexible active risk management
- Dynamic allocation that continuously adapts to market changes
About the investment process
We also take these elements into account:
- Contrarian positions
We are prepared to swim against the crowd and buy unpopular segments of a market. We do this when we are convinced that a segment will regain investor favor and when there is exaggeration in the market. - Keeping volatility under control
We do not hold very large positions and are broadly diversified. We prefer a combination of various factors. To this end, we use fundamental, quantitative and technical analyses. - Disciplined re-balancing
We regularly adjust our positions and realize profits when prices rise sharply. In this way, we try to avoid the extremes of fear and exuberance and instead profit from both. - Avoid index replication
We do not follow a fixed index and thus avoid cluster risks. We prioritize quality over size.
Fund details
The fund details at a glance:
- Strategy: Multi-Asset, active
- ISIN: LU0583074082
- Investment universe: global, flexible
- Objective: long-term stable asset growth with controlled risk
How does a fund solution work?
A fund solution pools the capital of many investors in a regulated investment vehicle that is actively managed by professional portfolio managers such as Point Capital.
You benefit from this collective structure:
- a structured, rule-based investment
- a broad global diversification
- clearly defined risk models
- Transparent information and reports
For you, this means You invest conveniently in a complete investment strategy without having to select individual securities yourself or constantly monitor the markets.
The advantages
Simple & efficient implementation
With just one transaction, you invest in a comprehensively diversified strategy.
Professional management
Actively managed investment strategies based on sound analyses and many years of market experience.
High transparency
Regular factsheets and reports ensure full traceability.
Regulated & safe
Our funds comply with strict regulatory requirements and offer the highest level of investor protection.
High liquidity
As a rule, fund units can be bought and sold daily.
Savings and subscription plans
Ideal for systematic asset accumulation or regular payouts in the withdrawal phase.
Suitable for private & institutional investors
Scalable for different investment volumes.
Conclusion – fund-based investment solutions as an efficient investment approach
Our fund solutions offer an ideal way to invest professionally and in a structured manner – regardless of whether you want to build up, diversify or hedge your assets over the long term. With a high degree of flexibility, clear processes and active risk management, they are a suitable solution for many investors.
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FAQ on the investment solution with investment funds
How does a fund solution differ from an asset management mandate?
A fund solution is a standardized investment vehicle, while an asset management mandate is individually tailored to the personal situation. The fund solution is based on clearly defined fund strategies that are implemented in the same way for all investors. A mandate, on the other hand, offers individual weightings, special preferences and an even finer investment focus.
How does a fund differ from an ETF?
An actively managed fund pursues a targeted strategy, while an ETF (exchange-traded fund) usually passively tracks an index. Our fund solutions are active, which means that the management makes investment decisions on an ongoing basis, adjusts the weightings and exploits market opportunities. In addition, investment funds are traded at NAV, while ETF prices fluctuate intraday.
Who is suitable for a fund solution?
A fund solution is suitable for investors who wish to invest professionally without choosing an individual mandate. It is suitable for private investors for long-term wealth accumulation or private pension provision as well as for institutional needs. The structure of an investment solution with funds facilitates systematic investing with clear strategies.
How flexible am I with deposits and withdrawals?
Fund solutions offer a high degree of flexibility, as deposits and withdrawals are possible at any time. Savings plans or regular payout models can also be used. This structure enables dynamic adjustment of the investment strategy to personal life phases.
What are the costs?
The costs of a fund solution are fully regulated and transparently disclosed in the fund. There are no separate mandate fees, as management, strategy and monitoring are already included in the fund structure. The total expense ratio (TER) clearly shows the actual costs incurred for the fund investment solution.
