Ptam Global Allocation R

The fund’s investment objective is to maximise capital appreciation. To achieve this, the fund invests in long-term fixed-income securities issued by governments or high-quality companies (“large caps”), shares and property shares as well as money market instruments.

The selection and weighting of the individual asset classes should be based on macroeconomic analyses, i.e. the examination of macroeconomic correlations. Accordingly, a rebalancing of the asset classes should be based on the development of macroeconomic parameters such as interest rates, interest rate differentials, risk premiums and liquidity risk indicators.

By adjusting the investment focuses to changes in market conditions, the intention is to reduce price falls in the fund assets as far as possible and to secure capital gains realised in the meantime within an investment horizon of 6 to 8 years.