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 well suited as a core investment to replace cash and bonds
Blackfort Swiss Real Estate Debt
Generate stable income from the Swiss Real Estate market
Blackfort Triple X
Systematic strategy to add an extra performance boost to equity returns
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 in an environment of negative interest rates
- Return expectations moderately above the yield offered on capital markets
- 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.
Blackfort Income Defensive is an investment approach, which offers:
- Steady income in an environment of negative interest rates
- Systematic limitation of the downside risk
- Cost efficient implementation through the use of highly liquid instruments
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 mortgage portfolio (main focus: residential real estate)
- 100% secured by Swiss real estate (real estate serves as security for the mortgage)
- Maximum diversification of the mortgage portfolio through the use of intelligent software
Expected return of around 4% p.a. in Swiss francs after costs and fees
Blackfort Triple X
For investors who want to increase the return on their equity allocation, the Blackfort Triple X solutions offer 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 Blackfort Triple X Strategies
Blackfort Triple X strategies offer a performance boost on equities 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.