Blackfort Income Defensive
Explained
Steady return generation and capital protection
Blackfort’s investment strategies build on investment approaches, which are well established with large Swiss institutional investors. Hence, our clients benefit from long-term experience in the context of tailor-made and holistic solutions, developed in personal dialogue and designed to truly fit each client’s needs.
Blackfort Income Defensive
Defensive liquid alternative highly suitable as a core investment
Blackfort Swiss Real Estate Debt
Regular, stable and to the capital markets uncorrelated returns in CHF
Blackfort US Equity Triple X (CHF)
Performance boost in combination with a systematic downside protection
Blackfort Tech Triple X
Systematic performance boost offering over-proportional participation in the US tech market
Tailor-Made Investment Mandates
Covering different investment goals reaching from capital protection to capital growth
Blackfort Income Defensive
For investors who want to invest their assets in a capital-preserving way, Blackfort Income Defensive offers a liquid alternative well suited as a core investment to replace cash and bonds.
Key Facts:
- Suitable for investors with a pronounced need for security who want to invest their assets in a capital-preserving way
- Steady income with return expectations moderately above the yield offered on capital markets
- Systematic limitation of the downside risk
- Suggested investment horizon: at least 2 years
Concept of the Strategy Blackfort Income Defensive
Equity markets still have potential to generate returns. Over the long run the mean expected return of equities of the developed markets is approximately 6% p.a. However, the downside risks are considerable. The strategy builds on investment approaches, which are well established with large Swiss institutional investors. Capital growth is achieved by an option overlay allowing the participation in a
broadly diversified equity basket within a corridor. By regularly rolling the corridor, the positive long-term premium of equities can be harvested.
Blackfort Swiss Real Estate Debt
Blackfort Swiss Real Estate Debt is an alternative to traditional real estate investments and an uncorrelated portfolio diversifier
Key Facts:
- Broadly diversified Swiss Real Estate exposure via a subordinated loan portfolio (main focus: residential real estate)
- 100% secured by Swiss real estate (real estate serves as security for the loans)
- Maximum diversification of the loan portfolio through the use of intelligent software
- Expected return of > 4% p.a. in Swiss francs after costs and fees
Blackfort US Equity Triple X (CHF)
For investors who want to increase the return on their equity allocation, Blackfort US Equity Triple X (CHF) offers a systematic strategy to add an extra performance boost to equity returns.
Key Facts:
- Suitable for investors with a higher risk appetite who want to increase the return on their equity allocation
- Enhanced pay-out profile based on dynamic equity exposure and limited drawdown risks compared to conventional equity investments
- Return expectations above the returns offered on equity markets
- Suggested investment horizon: at least 5 years.
Concept of the Strategy Blackfort US Equity Triple X (CHF)
Blackfort US Equity Triple X (CHF) offers a systematically enhanced pay-out profile, providing increased return-potential and reduced foreign exchange risks.
Blackfort US Equity Triple X (CHF) enhances the pay-out profile of traditional equity investments in several ways:
- Increased participation compared to traditional equity investments in moderately rising equity markets
- Significant reduction of drawdown risks compared to traditional equity investments during crash phases due to convex pay-out profile
- Gradually reduced participation compared to traditional equity investments in sharply rising equity markets
- Possibility of active return contribution through discretionary management of the upside potential within given systematic framework
| Cumulative return | Return p.a. | Volatility p.a. | Sharpe Ratio | Max. Drawdown | |
| BF USE 3X (CHF) | 409.4% | 11.1% | 14.2% | 0.77 | -29.8% |
| S&P 500 (CHF) | 202.9% | 7.4% | 15.7% | 0.46 | -53.0% |
Blackfort Tech Triple X
For investors who search a broad exposure to US Tech stocks, Blackfort Tech Triple X offers a performance boost in combination with a systematic downside protection mechanism.
Key Facts:
- Blackfort Tech Triple X offers over-proportional exposure to attractive US tech equities
- Thereby it becomes possible to participate heavily in the latest technologies and innovations
- At the same time, the risks for substantial losses are reduced to the limit of conventional equity investments
- Suggested investment horizon: 7+ years.
Concept of the strategy Blackfort Tech Triple X
Blackfort Tech Triple X offers a performance boost on technology stocks in combination with a systematic downside protection mechanism.
Tailor-Made Investment Mandates for the Individual Needs of Each Investor
We offer investment solutions to both private investors as well as institutional investors such as pension funds, foundations, companies and other institutions of all sizes. Based on many years of experience with major Swiss institutional investors, we focus on the individual needs of each specific client and offer tailor-made solutions. Thereby, we provide both systematic and discretionary investment approaches as well as combinations thereof. All investment mandates can draw on our expert judgement and house view, based on fundamental analysis and state-of-the-art macroeconomic projections.
Opportunistic Investment Approach
For investors with higher risk tolerance and/or longer investment horizons, opportunistic investment approaches offer increased return potential. The primary investment objective is capital growth. Typically, opportunistic investment approaches mainly rely on equities, commodities, real estate, and other alternative asset classes.
Defensive Investment Approach
For investors with lower risk tolerance and/or shorter investment horizons, defensive investment approaches offer a regular source of income. The primary investment objective is capital protection. Historically, defensive investment approaches mainly relied on fixed income instruments. However, in an environment of negative interest rates, innovative solutions and alternative strategies are needed to ensure continued capital protection of the investment.
Asset Class Mandates
In addition to these mixed mandates, we also offer investment solutions on asset class levels. Based on in- depth expertise and years of experience in various asset classes, we offer customized solutions for your equity, bond, alternative or crypto quota.
Custodian Bank
As an independent provider of asset management solutions, we are not bound in our choice of custodian bank and work together with all established institutions. Upon request, we will support you in your choice of custodian bank and provide you with an overview of the conditions and services offered by the individual banks.
Track Records and Sample Portfolios
We would be happy to inform you about our track record in an individual offer and provide you with a sample portfolio on request.
Contact us
Blackfort Capital AG
Talstrasse 61, 8001 Zürich, Switzerland
Tel. +41 44 585 7878 [email protected]
