w{"id":91,"date":"2022-11-14T13:57:37","date_gmt":"2022-11-14T12:57:37","guid":{"rendered":"https:\/\/www.brobacke.se\/contact-us\/"},"modified":"2022-11-15T13:57:59","modified_gmt":"2022-11-15T12:57:59","slug":"strategi","status":"publish","type":"page","link":"https:\/\/brobacke.saltisdata.se\/?page_id=91","title":{"rendered":"STRATEGI"},"content":{"rendered":"\t\t
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V\u00e5r Strategi<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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En global makro-strategi med l\u00e5g korrelation mot aktier och r\u00e4ntor.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tMakroekonomiska trender<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

BGA \u00e4r en fondandelsfond som bygger p\u00e5 en process d\u00e4r f\u00f6rvaltaren identifierar makroekonomiska trender i v\u00e4rlden.\u00a0<\/span>D\u00e4refter v\u00e4ljs tillg\u00e5ngsslag och marknader ut f\u00f6r investering efter vissa kriterier. Vad som best\u00e4mmer hur stor andel av kapital som allokeras till respektive tillg\u00e5ngsslag och marknad \u00e4r risken i de underliggande tillg\u00e5ngsslagen\/marknaderna.<\/span>\u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tM\u00e5ls\u00e4ttning<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

M\u00e5ls\u00e4ttningen \u00e4r att fonden l\u00e5ngsiktigt \u00f6vertr\u00e4ffar sitt j\u00e4mf\u00f6relseindex, r\u00e4nta p\u00e5 30 dagars statsskuldv\u00e4xlar +4%. R\u00e4ntan p\u00e5 30 dagars statsskuldv\u00e4xlar definieras som Riksbankens\u00a0<\/span>fixing<\/span>\u00a0av 30 dagars statsskuldv\u00e4xlar sista bankdagen i f\u00f6reg\u00e5ende kalenderm\u00e5nad. Fonden\u00a0<\/span>\u00e4mnar\u00a0<\/span>generera en avkastning \u00f6ver det historiska snittet f\u00f6r en 50\/50 portf\u00f6lj (r\u00e4ntor och aktier) vilket \u00e4r 5% per \u00e5r, oberoende av marknadens utveckling f\u00f6r aktier och obligationer.<\/span>\u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tFondens Allokering<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Fondens exponering motsvaras i ett normall\u00e4ge av en portf\u00f6lj som best\u00e5r av 50% obligationer och 50% aktier, men kan komma att avvika signifikant om globala makrotrender skapar m\u00f6jligheter f\u00f6r annan portf\u00f6ljallokering \u00e4n normall\u00e4get. Fonden \u00e4mnar att \u00f6ver tid ha en l\u00e5g korrelation mot aktier och r\u00e4ntor och skapa avkastning oberoende av marknadens utveckling genom aktivt positionstagande i fonder, r\u00e4ntor, aktier och valuto<\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tFondens F\u00f6rvaltning<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Fondens exponering motsvaras i ett normall\u00e4ge av en portf\u00f6lj som best\u00e5r av 50% obligationer och 50% aktier. Fondens <\/span>f\u00f6rvaltning baseras p\u00e5 en global makro-strategi med l\u00e5g korrelation mot aktier, dvs fondens m\u00e5l \u00e4r att generera avkastning oberoende av marknadens riktning. Detta uppn\u00e5s genom aktiv positionering med en bred palett av underliggande tillg\u00e5ngsslag som aktie-sektorer, r\u00e4ntor, fonder, valutor och volatilitet. Strategin inkorporerar analys p\u00e5 data fr\u00e5n globala och sektor-baserade aktieindex kombinerat med datapunkter fr\u00e5n globalmakro (FICC). <\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tSentiments-Analys<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

En kvantitativ och kvalitativ sentiments-analys som f\u00f6ljer institutionella fl\u00f6den med fokus p\u00e5 passiva strategier,\u00a0<\/span>CTA\u2019s<\/span>\u00a0och risk\u00a0<\/span>parity<\/span>\/<\/span>vol<\/span>\u00a0target<\/span>\u00a0strategier men \u00e4ven\u00a0<\/span>retail<\/span>-fl\u00f6den. Val av allokering sker genom f\u00f6rvaltarens\u00a0<\/span>properit\u00e4ra<\/span>\u00a0modeller. Risk management och positionshantering \u00e4r helt prisbaserad, vilket g\u00f6r att Risk\u00a0<\/span>Reward<\/span> tydligt kan definieras och implementeras innan exponering \u00e4r tagen.<\/span>\u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tFondens Medel<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Fondens medel f\u00e5r placeras i derivatinstrument, \u00f6verl\u00e5tbara v\u00e4rdepapper, penningmarknadsinstrument, fondandelar samt p\u00e5 konto hos kreditinstitut. I fonden f\u00e5r det \u00e4ven ing\u00e5 de likvida medel som beh\u00f6vs f\u00f6r fondens f\u00f6rvaltning.<\/span>\u00a0<\/span><\/p>

Fondens medel f\u00e5r placeras p\u00e5 reglerad marknad eller motsvarande marknad utom EES. Vidare f\u00e5r handel ske p\u00e5 marknad, inom eller utom EES, som \u00e4r reglerad och \u00f6ppen f\u00f6r allm\u00e4nheten.<\/span><\/p>

Fonden har ingen geografisk begr\u00e4nsning eller begr\u00e4nsningar avseende placeringar i olika branscher.<\/span>\u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tFondens Exponering<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Fondens sammanlagda exponering f\u00e5r maximalt uppg\u00e5 till 200 procent av fondens v\u00e4rde. Med fondens sammanlagda exponering avses exponering genom derivatinstrument, penningl\u00e5n och tekniker och instrument ber\u00e4knad i enlighet med Finansinspektionens f\u00f6reskrifter (FFFS 2013:9) om v\u00e4rdepappersfonder samt v\u00e4rdet av \u00f6vriga i fondens ing\u00e5ende finansiella instrument och tillg\u00e5ngar.<\/span>\u00a0<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t Placeringsinriktningen<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Fonden investerar i derivatinstrument, inklusive OTC-derivat, som ett led i placeringsinriktningen. Fonden f\u00e5r investera i s\u00e5dana \u00f6verl\u00e5tbara v\u00e4rdepapper som avses i 5 kap. 5 \u00a7 LVF.<\/span> <\/span><\/p>\n

Fonden f\u00e5r investera i s\u00e5dana penningmarknadsinstrument som avses i 5 kap. 5 \u00a7 LVF. Fonden kan komma att anv\u00e4nda s\u00e5dana tekniker och instrument som avses i 25 kap. 21 \u00a7 Finansinspektionens f\u00f6reskrifter (FFFS 2013:9) om v\u00e4rdepappersfonder f\u00f6r att skapa h\u00e4vst\u00e5ng i fonden. Fondens medel f\u00e5r placeras i andelar i andra v\u00e4rdepappersfonder och fondf\u00f6retag enligt 5 kap. 15 \u00a7.<\/span> <\/span><\/p>\n

Fondens placeringsinriktning inneb\u00e4r att fonden kan placera en betydande del av fondens tillg\u00e5ngar i fondandelar.<\/span> <\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

V\u00e5r Strategi En global makro-strategi med l\u00e5g korrelation mot aktier och r\u00e4ntor. Makroekonomiska trender BGA \u00e4r en fondandelsfond som bygger p\u00e5 en process d\u00e4r f\u00f6rvaltaren identifierar makroekonomiska trender i v\u00e4rlden.\u00a0D\u00e4refter v\u00e4ljs tillg\u00e5ngsslag och marknader ut f\u00f6r investering efter vissa kriterier. Vad som best\u00e4mmer hur stor andel av kapital som allokeras till respektive tillg\u00e5ngsslag och marknad […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-91","page","type-page","status-publish","hentry"],"yoast_head":"\nSTRATEGI - brobacke.se<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/brobacke.saltisdata.se\/?page_id=91\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"STRATEGI - brobacke.se\" \/>\n<meta property=\"og:description\" content=\"V\u00e5r Strategi En global makro-strategi med l\u00e5g korrelation mot aktier och r\u00e4ntor. 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