Performance & New Fund Terms
Press Release | Geneva - As we start the new year, we are pleased to share some exciting news regarding our funds’ performance in 2023 and strategic adjustments we have made to enhance our offering.
We are delighted to announce that our funds demonstrated outstanding performance in 2023, a testament to the robustness of our investment strategies and the dedication of our team. And we are truly grateful for the continued trust that you have placed in us over the years.
- Our flagship volatility strategy was up 10.6%* over the year and received nominations for three prestigious awards in the best volatility fund category from Eurohedge, HFM, and Hedgeweek. The relative value volatility fund aims to deliver positive performance in all market conditions, with the potential to generate superior returns during market crises.
- Quant equity funds continued to outperform the market, with US equities strategy realizing a remarkable performance of 34.4%*, and European equities strategy increasing 18.1%* over the year. Both funds secured their positions among the best performing equity funds according to Bloomberg. Dominicé's equity funds employ a quantitative strategy based on behavioral finance, with an objective to provide optimal exposure to the US and European equity markets.
- Our real estate fund concluded the year up 2.7%*, ranked as the best performing fund over 3 years in the SWIIT Index, outperforming the index by 17.6%. The fund invests in residential rental properties in the Lemanic Arc region and aims to generate positive risk-adjusted returns in Swiss francs while protecting assets from inflation.
In light of our commitment to providing our investors with the best possible value, we have carefully reviewed and revised our alternative fund terms. Key highlights of the revised terms include lower fees, designed to enhance the overall attractiveness of our alternative funds. We believe that these adjustments will benefit our existing clients and also make our funds more appealing to prospective investors and partners.
We are pleased to announce that the new fund terms are as follows:
The new fee structure is effective as of January 1, 2024. Real estate fund terms remain unchanged.
Should you have any questions or would like further details about these changes, do not hesitate to reach out to our Investor Relations team at email@example.com.
Thank you for your continued support and we look forward to a prosperous and successful year ahead as we navigate the financial markets together.
* The performance presented may have been significantly impacted by non‐recurring market or economic conditions and hence, may not be capable of being replicated. Past performance is not indicative nor a guarantee of future results. No assurance can be made that profits will be achieved or that substantial losses will not be incurred.