Long-Term Growth through Strategic Asset Allocation

The “Nordic Savings” is founded on a robust asset allocation strategy, aimed at fostering long-term growth. By adopting a strategic asset allocation model, our advisors engage in active portfolio management, including tactical asset allocation as a key strategy. This dynamic approach allows for real-time adjustments in the asset mix across various sectors, capitalizing on market inefficiencies and opportunities for strong growth in specific industries. Our goal is to enhance asset growth while ensuring capital preservation over a twelve-month horizon.

Key Objectives and Strategies:

Growth/Benchmark Objective: Aim to surpass growth benchmarks across a rolling 36-month period while focusing on capital preservation on a rolling 12-month basis.

Risk Management: Maintain a low-risk profile, with a strategic emphasis on capital preservation over a rolling 12-month period.

Investment Landscape: Diversify across EU equities, nominal bonds, cash and debt securities, and property, including “Nordic Savings” inflation-linked bonds, to spread risk and capitalize on growth opportunities.

Growth Strategy: Employ an active, real-time asset allocation strategy, complemented by tactical and dynamic adjustments to the portfolio’s asset allocation to respond to market changes and growth opportunities.

Through this comprehensive approach, the Absolute Return Fund is designed to offer investors a balanced pathway to achieving both growth and capital safety, leveraging the expertise of our advisors in navigating the complexities of the European investment landscape.