Your Individual Wealth Management

Asset Allocation Strategy

Consistent Performance with Low Volatility

Variable asset allocation as performance driver

The MainSky Asset Allocation approach provides access to global equity and bond markets, leveraging the diversification effects between them. The asset allocation is variable, meaning that significant shifts in the weighting of individual asset classes are expected over time depending on the market phase. 

The focus is on generating consistent performance while simultaneously avoiding major fluctuations in value.

Dr. Eckhard Schulte

Portfolio Management

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Reference Mandate Asset Allocation

Special Fund Olivetree Absolute Return

Olivetree Absolute Return

ISIN:

LU0322332015

Fund manager

MainSky Asset Mangement AG

Investor requirements:

Conservative asset allocation mandate, maximum equity allocation of 30%, absolute return target, continuous performance and focus on minimizing losses.

Fund initiator:

Single Family Office from Baden-Württemberg

Performance highlights

  • High consistency in performance development.
  • Positive performance during the 2008 financial market crisis.
  • Sharpe ratio of approx. 2 since inception.

Bond Management

Bond markets once again offering attractive performance

Flexibility and Sustainability

Bond markets are once again presenting attractive performance potential — the era of low interest rates is over. We leverage the full spectrum of opportunities for you, applying an active duration and sector allocation strategy. Our quality-based single security selection ensures access to the most attractive bonds while taking sustainability criteria into account.

Daniel Duarte

Portfolio Manager

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Dr. Eckhard Schulte

Portfolio Manager

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Reference Mandate Fixed Income

Foundation Mandate Launched in 2015

Foundation mandate Pensions

Manager:

MainSky AM, Dr. Schulte / D. Duarte

Investor requirements:

Income-oriented bond portfolio, achievement of added value compared to a European aggregate bond benchmark 1-10 years.

Mandate initiator:

Foundation from Baden-Würtemberg

Performance highlights

  • High consistency in performance.
  • Sharpe ratio well above 1.
  • Outperformance against the benchmark of over 10 percentage points since inception.

Equity Management

Focus on systematic stock selection

Strategically Leveraging Strengths

In equity investing, MainSky relies on factor-based — and therefore systematic — stock selection instead of traditional “stock picking.” MainSky offers investors access to various factors such as Value, Quality, Momentum, and Low Volatility.

Especially popular among foundations is MainSky’s equity portfolio of low-volatility stocks that also offer attractive dividend yields. For such mandates, MainSky can draw on many years of experience.

Daniel Duarte

Contact Person Equity Management

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Our family has been working with MainSky for many years – the exchange is always inspiring and MainSky excels at filtering the relevant things and getting to the heart of them, despite the increasing complexity in our world. The results are correspondingly impressive.

In over a decade of cooperation, MainSky has brought our portfolio safely through all market phases with foresight and smart active portfolio management. In addition to the processes and people, we are also convinced that MainSky, like us, actively and meaningfully lives the topic of sustainability.