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Alpha Money 80/20
A cautious fund that can be the core of an asset portfolio.
In the same spirit as Résilience Alpha Money, it accepts a slightly more dynamic management style (20% max) and is therefore exposed to the equity and derivatives markets. It can, if necessary, be placed at the heart of a portfolio with a weighting according to the objectives and risk aversion of your clients. It represents an alternative to euro funds and negative interest rates by favouring the security of the custodian, liquidity and the availability of investment lines (main allocation including a diversification of major currencies, triple A interest rate instruments and precious metals).
It has limited exposure to the equity and derivative markets (20% max) in order to achieve a low volatility return on capital.
For some, it is a support for waiting to be reinvested or for reallocating funds to be invested (towards listed or unlisted securities), in search of an optimised entry point to the financial markets, for others, to be at the heart of a portfolio with a low risk index, or even for dynamic cash management.
Our management team considers it as an “anti” eurozone or euro trust fund or mandate.
It is designed to cushion the impact of negative current account interest rates for private banks and to become the “money management” pillar of your portfolio management by focusing on the availability and defence of capital in all market conditions.
Annual performance
Alpha Money 80/20 | Benchmark | |
2021 | 9,43% | 4,53% |
2022 | 0,00% | -1,99% |
Cumulative performance
Alpha Money 80/20 | Benchmark | |
1 week | -0,52% | 0,58% |
1 month | -1,71% | -0,51% |
3 months | 0,89% | -0,42% |
6 months | 1,60% | -1,58% |
1 year | 6,95% | 0,62% |
Risk indicator
Volatility Alpha Money 80/20 | Volatility benchmark | Beta | Sharpe ratio | |
1 month | 6,17% | 4,81% | 0,54 | -2,90 |
3 months | 8,46% | 3,99% | 0,36 | 0,53 |
6 months | 7,26% | 3,63% | 0,50 | 0,55 |
1 year | 5,96% | 2,96% | 0,73 | 1,28 |
Geographical distribution
 | United States | 43,62% |
 | Switzerland | 14,58% |
 | International | 11,10% |
 | European Union | 8,02% |
 | France | 6,70% |
 | Norway | 3,62% |
 | Luxembourg | 3,50% |
 | Ireland | 2,75% |
 | Unclassified | 2,44% |
 | Danmark | 0,77% |
 | Germany | 0,59% |
Distribution by type of assets
Currency distribution