Luxfunds Portfolio Strategic Allocation

Your ideal investment in times of uncertainty

Luxfunds Portfolio Strategic Allocation has been designed to meet the needs of investors seeking stability and performance, even under the most uncertain market conditions. 

Unrivalled flexibility for your peace of mind 

Luxfunds Portfolio Strategic Allocation offers innovative, flexible, diversified management that complements traditional management strategies. Our investment process is based on an approach of ongoing evolution to offer you a multi-strategy and multi-thematic solution at any time, adapted to the current market environment (such as the recent resurgence of inflation).  

Thanks to its flexible investment strategy, this fund allows a dynamic allocation, with equity exposure ranging from 30% to 80%. This ability to adjust offers the perfect combination of growth opportunity and risk management, a key asset in unpredictable economic environments. 

Our approach is based on:  

  • Long-term strategic management: Carefully balanced exposures to equities, bonds, hedge funds and currencies, tailored to each investor’s risk profile.  
  • A medium-term cyclical allocation: Proactive adjustment of the portfolio according to market cycles, in order to capture opportunities and minimise risks.  
  • Short-term tactical adjustments: Tools such as duration management or liquid derivatives help absorb market shocks and preserve the value of the portfolio.  

Global expertise, local trust 

Spuerkeess & Edmond de Rothschild 

To strengthen our commitment, Spuerkeess Asset Management has worked in collaboration with Edmond de Rothschild Asset Management, a world-renowned leader in asset management, to bring their exclusive expertise to bear on a unique fund in our range.   

This fund stands out for its flexible investment strategy, drawing on the unrivalled expertise of Edmond de Rothschild Asset Management to adapt to market changes in a dynamic manner.  

This collaboration combines Spuerkeess Asset Management’s solid management framework with the specialised knowledge of Edmond de Rothschild Asset Management, creating a unique investment opportunity for those seeking a diversified global allocation with a focus on agility and performance. 

A unique solution 

Through Luxfunds Portfolio Strategic Allocation, Edmond de Rothschild Asset Management puts its expertise in asset allocation and fund selection at the service of investors. 

Our solution offers investors 3 advantages: 

Recognised expertise in asset allocation

Expertise in asset allocation based on a proprietary approach developed over the years and on changes in market paradigms. 

Exclusive access to the best managers

Edmond de Rothschild Asset Management offers privileged access to a selection of experienced managers on attractive terms thanks to our open architecture platform. 

An experience in alternative management

Our Group has long-standing experience in analysing and selecting hedge funds. We have been active in this market segment since 1969, with the creation of the first European fund of hedge funds.