top of page
Image About 2_edited.jpg

PORTFOLIOS

OUR PORTFOLIOS

Amuletum Invest provides two investment portfolios to private investors, "Amuletum Global Equities" and "Amuletum Global Equities Sustainability". Institutional investors can enjoy the same portfolios, or more customized investment strategy solutions and portfolio management services.

 

We follow a disciplined investment process following our internally developed investment strategies based on quantitative models, analyses of business fundamentals, and macro, financial and sustainable research.

Amuletum Global Equities Sustainability

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 our internally developed investment strategies. The current underlying strategy 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_Sustainability_returns.jpg
Amuletum Global Equities

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 our internally developed investment strategies. The current underlying strategy 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_returns.jpg

BACKTESTING

Amuletum Invest investment strategies are quantitatively (back)tested prior to being applied to its portfolios, and follow a process of continuous refinement aimed at improving Amuletum Invest 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 backtests results below are obtained considering transaction costs of 3 bps per trade. Results are also shown using dividend-unadjusted-returns. Using dividend-adjusted-returns would naturally increase the backtested performance of the strategies.

Cumulative returns (backtest)

Amuletum_Global_Equities_(Sustainability)_returns_backtest.jpg

Need more details? Contact us

We are here to assist. Contact us by phone, email or by filling in our contact form

bottom of page