PORTFOLIOS
OUR PORTFOLIOS
Amuletum Invest provides three ready-made investment portfolios to institutional and professional private investors: "Amuletum Global Equities", "Amuletum Global Equities Sustainability" and "Amuletum US Multi-Asset". Alternatively, institutional investors can also obtain more customized portfolio solutions and portfolio management services.
We follow a disciplined investment process following a quantitative approach based on a range of quantitative models, analyses of business fundamentals, and macro, financial and sustainable research.
Amuletum Global Equities Sustainability
"Amuletum Global Equities Sustainability" is an investment portfolio of high-quality sustainable companies that are publicly-traded in the global market. The companies that enter the portfolio must necessarily be enablers of sustainability through their contribution to the establishment of a circular economy, and the achievement of the Sustainable Development Goals (SDGs) set by the United Nations, and are selected based on its underlying investment strategy, which also allows for hedging using futures contracts.
See below the cumulative returns of the portfolio against the benchmark since the portfolio inception.
Portfolio manager: Rafael B. De Rezende
Amuletum Global Equities
"Amuletum Global Equities" is an investment portfolio of high-quality companies that are publicly-traded in Europe and North America. The companies that enter the portfolio are selected based on its underlying investment strategy, which also allows for hedging using futures contracts.
See below the cumulative returns of the portfolio against the benchmark since the portfolio inception.
Portfolio manager: Rafael B. De Rezende
Amuletum US Multi-Asset
"Amuletum US Multi-Asset" is an investment portfolio that combines different types of securities traded in the US market, including equities, bonds and futures contracts. The portfolio is aimed at obtaining high returns with a degree of stability. The securities that enter the portfolio are selected based on its underlying investment strategy.
See below the cumulative returns of the portfolio against the benchmark since the portfolio inception.
Portfolio manager: Rafael B. De Rezende
BACKTESTING
Amuletum Invest's portfolios are based on investment strategies that are quantitatively (back)tested prior to being applied, and are continuously refined with the aim of improving the portfolios performance. Backtesting allows verifying how the portfolios would have performed based on the current underlying strategies. See below backtest results of the current underlying strategies compared to the benchmark.*
* The backtest results below are obtained considering transaction costs of 3 bps per transaction/trade. Results are also shown using dividend-unadjusted-returns. Using dividend-adjusted-returns would naturally increase the backtested performance of the strategies. The investment strategies of Amuletum Invest AB are provided by Amuletum Investment Group Series 2 (EIN 36-5132873).
Cumulative returns (backtest)
