Strategy Funds
Quartal’s Strategy Funds are actively managed mixed funds designed to provide a well-balanced allocation between equities and bonds over the long term. You select the fund that matches your risk tolerance, and our management team handles the rest.
Investing in funds involves risk.
Why Choose a Strategy Fund?
Spreading your investments between equities and bonds is the smartest way to prepare for volatile markets. Equities perform best in strong markets, while bonds provide critical stability during economic downturns.
- Automatic Rebalancing: You maintain your chosen risk allocation without having to manually buy or sell assets.
- Active Management: A dedicated team of experts actively manages the funds, adjusting short-term allocations based on macro market views.
- Sustainability: All Strategy Funds follow our Responsible Investment Policy and Fossil Fuel Policy. They also strictly exclude investments in the tobacco sector.
Choose Your Strategy Fund
The Strategy Funds are available in six different variants. The number in the fund’s name indicates its long-term benchmark percentage for equity market exposure. A higher number means higher risk, but greater potential for returns.
Stratega 90
For investors who tolerate high risk and prioritize strong growth. The portfolio is aggressively weighted toward equities, with minimal bond investments for safety.
- Target Equity Allocation: 90% (ranges between 80% and 100%)
- Management Fee: 1.45%
Stratega 70
For investors seeking strong returns but requiring a solid portion of bonds for stability.
- Target Equity Allocation: 70% (ranges between 55% and 85%)
- Management Fee: 1.40%
Stratega 50
A balanced fund for investors who want equal parts safety and risk taking.
- Target Equity Allocation: 50% (ranges between 35% and 65%)
- Management Fee: 1.37%
Stratega 35
For investors who want a highly secure base in bonds, with a small exposure to equities for marginal growth.
- Target Equity Allocation: 35% (ranges between 20% and 50%)
- Management Fee: 1.20%
Stratega 15
Designed for cautious investors with short-term saving horizons.
- Target Equity Allocation: 15% (ranges between 0% and 30%)
- Management Fee: 0.85%
Stratega Bond
A pure fixed income fund with no equity exposure. It invests in short-term interest placements, government bonds, and corporate bonds.
- Target Equity Allocation: 0%
- Management Fee: 0.65%
What Is Included in the Fund Fee?
When you invest in a Strategy Fund, the management fee covers:
- Active portfolio management, market analysis, and corporate dialogue.
- Access to digital advisory tools and personal advisory meetings.
- All administrative costs and standard fund taxes.
