Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug

Tramondo Dynamic Equity Opportunities (UCITS)

Cumulative Fund Performance

Key fund statistics1

8.1%

Ann. Performance

12.5%

Ann. Volatility

0.57

Sharpe Ratio

-21.55%

Max. Drawdown

USD 174M

Fund Size

We cannot direct the wind..

In the long term, equities can generate very attractive returns, but they are subject to massive market fluctuations that are difficult to predict.

A buy & hold strategy carries the risk for investors to suffer large price losses during stock market crashes.

This would erode the asset base essential for generating attractive returns in the long term.

..but we can adjust the sails

Tramondo Dynamic Equity Opportunities pursues a conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.

Available as an income strategy that offers a real alternative to traditional investment concepts.

"The key to making money in stocks is not to get scared out of them"

- Peter Lynch

The Fund's Strategy & Approach in a nutshell

PERFORMANCE ENGINE

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    Access to a global portfolio of leading, high-quality companies with the most attractive business models or most promising innovations

  • Focus on stock selection using a disciplined fundamental («good story») and technical analysis («good chart») model
  • Inclusion of ESG criteria in the portfolio context

 

DRAWDOWN PROTECTION

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  • Active management of the underlying market risk through the use of exchange-traded futures contracts
  • Discretionary decision based on a systematic traffic light system
  • Crucial hedging steps of 25% each to achieve an impact

Monthly Net Returns

Key Fund Terms

Share Class Information

Notes:
1 Key metrics above calculated on performance since strategy enhancement in Feb 2019
1 Strategy Performance based on USD Class I Share Class
1 Sharpe ratio calculated using a risk-free rate of 1.00%
2 Converted into UCITS structure on 14 September 2021

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About Tramondo

Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes. The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).

Contact

Tramondo Investment Partners AG

Unter Altstadt 10
Postfach CH-6302 Zug

+41 41 710 76 76
info@tramondo.ch

© 2022, Tramondo Investment Partners AG. All rights reserved.

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The official website of Tramondo Investment Partners AG (hereinafter referred to as Tramondo) contains, among other things, information, advertisements (as defined by Swiss Law) and opinions on investment instruments, products and services (hereinafter referred to collectively as “financial products”). You can therefore only visit the website if you carefully read and subsequently accept the following important legal information for financial products. With your consent and your access to the website, you declare that you have understood and expressly agree to the legal information. Tramondo may involve third parties in the operation of the website. The following content also applies mutatis mutandis to information that customers receive, for example in the form of subscribed newsletters. The information as well as the rules of use can be updated at any time. The changes are binding. By the further use of the website and our services we proceed from your knowledge and your agreement.

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The website contains information, advertisements (as defined by Swiss Law) and opinions on financial products (e.g. investment funds) which may be subject to different registration requirements in other countries. It is not directed at natural or legal persons for whom the use of or access to the Tramondo website would be contrary to the legal system of their country due to the nationality or domicile/registered office of the person concerned or for other reasons. This applies in particular to citizens and/or residents of Great Britain, Japan and the USA.

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The published contents constitute neither a recommendation nor an offer to purchase, hold or sell the financial products mentioned or to engage in other transactions or legal transactions. They are for personal use and information purposes only and may be changed at any time without prior notice by Tramondo, as may these legal notices for financial products. The contents provided in the section on financial products are not recommendations for your investment and other decisions and have no advisory character. Before investing in a financial product, the investor must have carefully read the current legal documents and all other documents that may be required by local legal and regulatory regulations (e.g. prospectus and annual and semi-annual report of an investment fund). It is particularly important to study the legal and risk information contained therein in detail. Before making an investment decision, it is also advisable to consult a specialist.

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Tramondo takes the greatest possible care in compiling the contents of its financial products. Tramondo and its contractual partners do not assume any guarantee or liability vis-à-vis third parties with regard to the correctness, up-to-dateness and completeness of the published content. In particular, Tramondo is under no obligation to update the content or remove obsolete content. Tramondo also assumes no responsibility and gives no guarantee that the functions of the website with content on the financial products will not be interrupted or error-free, that errors will be rectified or that the website or the respective server is free of viruses or other harmful components and programs. Furthermore, there may be links on the Tramondo website that lead to third-party websites. These links are completely beyond the control of Tramondo. Tramondo therefore accepts no responsibility whatsoever for the accuracy, completeness and legality of the content of such websites or for any offers and services contained therein.

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Risk notice
As a rule, the higher the risk (price fluctuations), the longer the investment period should be, and the higher the return opportunities. The value of the invested capital as well as the resulting income (e.g. distributions in connection with investment funds) are subject to fluctuations or can be completely eliminated. Investments in foreign currencies are subject to direct and indirect exchange rate fluctuations. Individual financial products are generally subject to higher risks.

Performance
A positive performance (performance) in the past is no guarantee for a positive performance in the future. Tramondo and its counterparties therefore cannot guarantee that the capital invested will maintain (or even increase) its value, and investors must be willing or able to accept any substantial losses or even total losses. When calculating performance, any fees and costs (e.g. commissions and costs charged on the subscription and redemption of fund units) levied on the purchase, holding or sale of the financial product are not taken into account.

Exclusion of liability
To the extent permitted by law, Tramondo and its contracting partners disclaim all liability (including negligence and liability towards third parties) for any loss arising directly, indirectly or consequentially from any kind of damage connected with the use of the website and its contents or with the risks of the financial markets. Access to and use of the Website is not guaranteed.

Sources of supply
The legal principles of a collective investment scheme, which are listed in the following section on financial products, are made available free of charge by Tramondo to investors domiciled in Switzerland upon request.

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Any complete or partial reproduction, transmission, use or further publication of the contents of this website requires the written consent of Tramondo as well as the express indication of the source.

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Access to and use of the Tramondo website and this important legal information for financial products are subject to Swiss law. The exclusive place of jurisdiction is Zug, Switzerland.

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