Artificial Intelligence
ART AI EURO Balanced
Investment strategies based on the symbiosis of quantitative capital market models and machine learning technologies
Product cooperation with Ultramarin Capital GmbH and AGATHON CAPITAL GmbH. Ultramarin develops quantitative investment strategies based on machine learning technologies.
ART AI EURO Balanced is an investment fund, completely based on artificial intelligence. The investment objective is to achieve a risk-adjusted absolute return with reduced risk parameters in comparison to the stockmarket. The core of the quantitative investment strategy is a fully automated AI-trading-system which generates risk-adjusted long-portfolios. The stock selection with a flexible managed investment exposure primarily focuses on shares listed in Europe. The remaining liquidity is mainly invested in bonds. The flexible management of investment exposure allows to combine stockmarket opportunities with stable returns from bonds.
„AI for next generation portfolio management“
Fund Data
| Fund | ART AI EURO Balanced | |
|---|---|---|
| Fund initiator | AGATHON CAPITAL GmbH, Köln | |
| Liability umbrella | BN & Partners Capital AG, Frankfurt am Main | |
| KVG | Universal-Investment Gesellschaft mbH, Frankfurt am Main |
|
| Custodian | Hauck & Aufhäuser Privatbankiers AG, Frankfurt am Main | |
| Fund category | Balanced fund (UCITS) | |
| Currency | Euro (EUR) | |
| WKN / ISIN | A2PMXJ / DE000A2PMXJ0 (I) | A2PMXK / DE000A2PMXK8 (R) |
| Distribution policy | Distributing | |
| Management fee | 1,10% p.a. | 1,40% p.a. |
| Minimum investment | EUR 50.000 | - |
| Agio | - | |
| Performance fee | 20% with a hurdle rate of EURIBOR® 12M TR (EUR) + 3,5%), HWM | |
Investment advice according to section 1 para. 1a no. 1a German Banking Act (Kreditwesengesetz – KWG) and investment brokerage according to section 1 para. 1a no. 1 German Banking Act (Kreditwesengesetz – KWG) will be provided solely for the account and under the liability of BN & Partners Capital AG, Steinstraße 33 in 50374 Erftstadt, according to section 2 para. 10 German Banking Act (Kreditwesengesetz – KWG). BN & Partners Capital AG possesses the required authorisation of Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) for the above mentioned financial services. The data is for informational purposes only.
The information on the investment fund published on this website does not constitute any counselling or advice or a recommendation to subscribe or an offer to buy or sell any securities or other financial products. The content provided serves solely for general information purposes. The sales prospectus, the current financial report and the current half-year report are the sole binding basis for the purchase of fund units. Sales documents on the fund are available, following publication, free of charge from the capital management company (Universal-Investment- Gesellschaft mbH; Theodor-Heuss-Allee 70, 60486 Frankfurt am Main), the depositary of the fund (Hauck & Aufhäuser Privatbankiers AG, Frankfurt am Main) and on the Internet at www.universal-investment.de. The information provided does not constitute any advice or recommendations. Historical data is no guarantee of future results, which cannot be predicted. All information provided reflects the current assessment of the author or authors and does not necessarily represent the opinion of the companies named in the presentation. All data are subject to change. In the event of any discrepancy between the German-language version of this website and a version in any other language, the German-language version shall prevail.
Information on the restriction of distribution
The following information is intended exclusively for professional clients or eligible counterparties within the meaning of the WpHG and is not intended for private clients. The information is only intended for investors in those countries in which the respective fund is authorised for distribution. It is not intended for publication or use by persons or companies in a country in which the fund is not authorised for distribution. In particular, the units of the respective fund may not be offered for sale or sold within the USA or to or for the account of US citizens or US persons resident in the USA. The documents published herein and the information contained therein may not be distributed in the USA or in other countries in which no distribution licence exists.
Yes, I am a professional client or eligible counterparty within the meaning of the WpHG and have read the information on the distribution restriction and the advisory exclusion.
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