Index fund management involves strategically tracking specific market indices, like the S&P 500 or Dow Jones Industrial Average, to replicate their performance. The goal is to mirror the index's composition and weightings while minimizing tracking errors and costs
In a passive investment approach, index fund managers seek to offer investors broad market exposure, diversification, and consistent long-term returns. This makes index fund management appealing to those who prefer a low-cost, low-maintenance investment strategy aligned with their financial objectives
In contrast, active investment approaches such as the Shiller model utilize indices as "building blocks" with periodic re-balancing. This strategy aims to achieve superior returns by actively managing investments based on market trends and opportunities
Single Index:
MULTY INDICIES: | SINGLE: |
| X Apple | S&P 500 |
| MEGA 30 |
The S&P 500 Bond Mega 30 Investment Grade Index is composed of 30 bonds, representing the largest investment grade issuances from S&P 500 issuers. The bonds are selected from the S&P 500 Investment Grade Corporate Bond Index.
The fund is strategically exposed to 5 cutting-edge stock indices, including ESG, AI, Blockchain Tech/Crypto, S&P 500, and NASDAQ.
Its investment managers are confident that in the long run it will outperform traditional indices such as the Dow Jones due to its focus on innovative technologies with substantial growth potential.
This makes it an enticing choice for investors seeking a sophisticated and high-performing investment strategy in today’s dynamic market landscape.
The Shiller CAPE (Cyclically Adjusted Price-to-Earnings) ratio, developed by economist and Nobel prize winner Robert Shiller, is a valuation measure that assesses stock market valuation by considering earnings over a 10-year period adjusted for inflation. It provides a long-term perspective on market valuation, aiming to smooth out short-term fluctuations and offer insights into whether stocks are overvalued or undervalued based on historical earnings data. into whether stocks are overvalued or undervalued based on historical earnings data.
ISIN stands for the International Securities Identification Number, which is a unique code used to identify specific securities such as stocks, bonds, and other financial instruments.
This standardized code consists of 12 characters and helps facilitate the efficient trading and settlement of securities on a global scale by providing a uniform way to identify individual securities across different markets. ISINs play a crucial role in securities trading, portfolio management, and regulatory reporting by ensuring accurate and reliable identification of financial instruments, which is essential for tracking ownership, facilitating transactions, and complying with regulatory requirements in the financial industry.
AMCs have gained popularity for their flexibility and cost-efficiency, offering a diverse range of assets under an ISIN. Quick launches, minimal issuance costs, and low entry barriers make them attractive to institutional investors
AMCs provide ongoing management benefits and customizable portfolios, distributed according to subscribed capital. They operate outside Swiss collective investment scheme regulations, offering unique opportunities to investors
This passive investment approach aims to provide broad market exposure and consistent returns, making it ideal for those seeking a low-cost strategy aligned with their financial goals
