The investment strategies of our mutual funds
The asset management of Obsido’s mutual funds are based on systematically rebalanced, transparent and cost-effective” common sense asset management”, which is implemented as a core-satellite strategy. The core of the portfolio consists of market cap weighed ETF (Exchange Traded Funds) instruments, and the satellites are smart beta ETFs.
Obsido Rebalanced 50 mutual fund mainly invests its assets to the equity and fixed income markets through Exchange Traded Funds (ETF). The proportion of equity-based investments may vary between 30 and 70 percent. In neutral market situation, the proportion of equity-based investments is 50 percent. The fund’s investments will be effectively diversified both geographically and between various asset classes.
Obsido Rebalanced 85 mutual fund mainly invests its assets to the equity and fixed income markets through Exchange Traded Funds (ETF). The proportion of equity-based investments may vary between 65 and 100 percent. In neutral market situation, the proportion of equity-based investments is 85 percent. The fund’s investments will be effectively diversified both geographically and between various asset classes.
Obsido Global Balanced Aggressive (AIF) mainly invests its assets to the equity and fixed income markets through Exchange Traded Funds (ETF). The proportion of equity-based investments may vary between 50 and 100 percent, fixed income investments may wary between 0 and 20 percent and other investments may wary between 0 and 100 percent. The fund’s investments will be effectively diversified both geographically and between various asset classes.
Obsido Global Balanced Fund (AIF) mainly invests its assets to the equity and fixed income markets through Exchange Traded Funds (ETF). The proportion of equity-based investments may vary between 0 and 100 percent, fixed income investments may wary between 0 and 100 percent and other investments may wary between 0 and 100 percent. In neutral market situation, the proportion of equity-based investments is 50 percent. The fund’s investments will be effectively diversified both geographically and between various asset classes.
These mutual funds are managed by Obsido Rahastoyhtiö Oy (Ltd). Fund management company conducts fund operations and operations closely linked to fund operations, as well as manages alternative investment funds. The company has been granted a fund company and alternative investment fund manager license in Finland in 30.10.2017. The company’s operations are supervised by Finanssivalvonta (The Finnish Financial Supervisory Authority).
Obsido Rahastoyhtiö Oy (Ltd)
Rautatienkatu 14 A 7
33100 TAMPERE
Business ID 2823365-8
The company’s Board of Directors consists of:
Jani Nikko (Chairman of the Board), Elina Vuosmaa (Full Member) & Katariina Nivala (Full Member)
