Funds
PARSUMO Capital has three funds that are managed according to the proven Risk Regime Investing approach.
| Investment solution | PARtact Dynamic Strategy Fund | PARtact Pension Strategy Fund | PARworld Dynamic Equity Strategy Fund |
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| Description | Our flagship fund - A comprehensive solution where the Risk Regime Investing approach comes into its own. | Our BVG-solution - For retirement assets. The fund is compliant at all times with the BVG guidelines (Federal Law on Occupational Retirement, Survivors’ and Disability Pension Plans). | Our equity solution - For long-term-oriented investors. |
| Asset classes | mixed | mixed | Equities World |
| Equity range | 10% - 75% | 0% - 50% | 30% - 100% |
Discretionary mandates
In addition to our PARSUMO funds, we also manage your assets at your bank in the form of mandates, for which we apply the same investment approach, proprietary indicators, and Risk Regime Investing model as we do for our funds.
| Investment solution | PARtact | PARcore |
| Who defines the strategy? | PARSUMO | Client |
| Asset classes | mixed | mixed |
| Sustainability | Included | on request |
| Risk budget | variable | Conservative Conservative + Moderate Moderate + Aggressive |
| Equity range | 10% - 75% | narrow range according to chosen profile |
| Implementation | ETFs & index funds - long only & no leverage | |
With the PARtact mandates, we offer private investors the opportunity to delegate all investment activities to PARSUMO. With these mandates, the portfolio’s strategic focus is also covered by the mandate. When the capital markets are favorable and stable (calm markets), the portfolio contains a higher proportion of real assets; this amount is kept to a minimum during riskier periods (turbulent markets).
With the PARcore mandates, private investors are still responsible for determining the strategic focus. PARSUMO manages the broadly diversified mandate within a narrow risk profile. With these mandates, the allocation to real assets is actively adjusted within a narrow range.
With the PARworld mandate, all the activities are delegated within the scope of an equity mandate. When the markets are calm, the portfolio may contain up to 100% equities, with this weighting falling to just 30% during periods of turbulence.
