Man vs Machine
We are convinced that smart machines are better than humans at analyzing large amounts of data and thereby selecting an optimal risk-adjusted fund portfolio consisting of 100% global equities. GlobeCap has access to daily stock market data and fundamental key values for over 100,000 securities through the Fintech company CIMalgo AB. As a result, we have the opportunity to analyze and select a portfolio consisting of stable and high-quality companies.
About the Fund
GlobeCap invests in individual global equities with an average market capitalization of approximately 200 billion SEK. We invest in securities globally in several currencies, which minimizes the impact of individual countries’ currency fluctuations and business cycles.
The portfolio theory is based on a method by the FinTech company CIMalgo AB. The first step in the process creates a universe of the world’s two thousand largest companies once a year, measured in stock market value (CIMalgo’s universe). Four hundred companies are filtered out from our universe who are considered to be the most risk-resilient securities the forthcoming Quarter and then optimized using a predictive covariance matrix.
The result of the model is a portfolio that over time will outperform its benchmark index MSCI World Index with significantly lower risk and be a capital preserver in the event of sharp stock market falls.
General Class A, 1.2%
Risk and Return
The synthetic risk and reward indicator shows the relationship between risk and possible return on an investment in the fund. Past performance, whether actual or backtested, is no guarantee of future performance. The money invested in the fund can both increase and decrease in value and it is not certain that you will get back all the invested capital.