Among the funds that Alkimia Capital recommends to the clients, we highlight the following ones:
Helium Performance is a fund managed by the French independent management company Syquant. The manager throws the fund in the year 2013, making use of different alternative strategies, some of which already were part of the first fund Helium Fund since 2005. The fund tries to obtain a long-term return higher than 6%, assuming volatility levels lower than 4%, combining strategies Merger Arbitrage, Event Driven and Systematic Long/Short. The main objective is to preserve the capital by following an independent return profile of the general market evolution.
Alkimia Capital began in the year 2016 recommending the fund to some clients with a cautious investment profile, but that could tolerate alternative UCITS funds in their portfolios. The main reason was to look for alternatives with a traditional fixed income, since it offered an asymmetric risk against the traditional investor (low potential and high risk).
RUFFER TOTAL RETURN
Funds managed by Ruffer, an English management company created by Jonathan Ruffer in 1994 with a multi-active approach. The manager’s main goal is the preservation of the capital at times of tension, but in the long term they achieve a good return with a level of moderate risk. To accomplish this, it invests in all types of assets, ranging from variable income through bonds linked to inflation and gold, in order to obtain a balanced portfolio that can cope with any market environment. Its main strength is an independent vision of the forces that move markets and a great skill in adjusting the portfolio to take advantage of it.
Alkimia Capital recommends this fund to its customers with a balanced investment profile since 2016. Its main interest is the protection before the macroeconomic risks and the evaluations of different assets, without renouncing to a good profitability. The annualized return has been higher than 8% since the 2000.
The Ruffer Total Return Fund has beaten the majority of its competitors over the last few years, highlighting especially in difficult years as 2008 at global level and the 2011 in Europe.