Last update June 30th, 2022

Activ mandate

Conservative Strategy

Tailor-made management

3 /7

Activmandate Philosophy

Activmandate is a core investment solution designed by a team of experts in asset management. Investment decisions are delegated to the Spuerkeess Asset Management’s portfolio management team, acting as the investment advisor. This dedicated team of experts gives recommendations on assets’ allocation and selection within the definite framework of the agreed investment strategy. The resulting portfolio is invested in accordance with a particular investor risk profile defined for each customer.

All in one investment solution

tailored to client's risk profile

Funds & ETFs

Portfolio models are actively managed and diversified among major asset classes, geographies and currencies. The allocation choices are guided by the Global Asset Allocation Committee held on a monthly basis and composed of strategists and economists from Spuerkeess Asset Management. This target allocation is applied to the Activmandate model portfolio to make sure clients’ investments are always exposed efficiently and adapted to the current macroeconomic environment. All investments are made through funds and ETFs via a multi-management and open-architecture approach. Our portfolio

managers select the industry’s best-in-class asset managers, showing a strong and robust investment process and discipline. In a nutshell, Activmandate is an all-in-one investment solution, tailored to each customer’s risk profile. It provides access to an actively managed strategy that applies Spuerkeess Asset Management experts’ market views and invests in a diversified array of (in-house and third-party) funds managed by the best asset managers worldwide.

Efficient exposure

Investment Policy

The strategy targets cautious portfolio growth by taking advantage of the money, bond and equity markets. This strategy’s assets are invested primarily in funds and ETF and/or liquid funds. The strategy’s anticipating average equity weighting is 20% over the long term, depending on market trends. This type of investment is suitable for investors who are conservative but wish to benefit from the growth resulting from good performance on financial markets.

We aim to offer an active wealth management solution, multi-asset class and invested internationally with a conservative approach. Xavier Hannaerts - Head of Investments - Spuerkeess Asset Management

Allocation

Absolute

Performance

-6,79%

Security Strategy

0,40%

Conservative Strategy

10,08%

Balanced Strategy
Data on past performances are not a reliable indicator of future performances. Information relating to past performance is based on a model portfolio representing the investment strategy. Actual performances can vary based on investment dates and investment volume.

Main investments

on June 30th, 2022

Main investments

USD

10,05%

Vanguard USD Treasury Bond UCITS ETF
EUR

6,88%

iShares USD Treasury Bond 1-3yr UCITS ETF
EUR

6,61%

Janus Henderson Horizon Euro Corporate Bond Fund
EUR

5,91%

Nordea 1 SICAV - European Covered Bond Fund
EUR

5,73%

BlueBay Investment Grade Euro Aggregate Bond Fund

Key figures

3,64%
3 years annualised volatility
2,98%
1 year annualised volatility
-3,36%
Performance 2018
8,99%
Performance 2019
0,26%
Performance 2020
5,22%
Performance 2021
-10,72%
Performance 2022

Risk value

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7

The level of risk is determined on the basis of the historical performance of the last five years and should not be considered a reliable indicator of the future risk profile of the compartment. It represents the risk of fluctuations in the net asset value of the portfolio and may change over time.

Main investments

Conservative Strategy

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