Your Individual Wealth Management
Asset Allocation Strategy
Consistent Performance with Low Volatility
Variable Asset Allocation as a 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.
Reference Mandate Asset Allocation
Special Fund Olivetree Absolute Return
Olivetree Absolute Return
LU0322332015
MainSky Asset Management AG
Conservative asset allocation mandate, maximum equity allocation of 30%, absolute return target, continuous performance and focus on minimizing losses.
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 qualitatively driven individual security selection ensures access to the most attractive bonds while taking sustainability criteria into account.
Reference Mandate Fixed Income
Foundation Mandate Launched in 2015
Foundation Mandate Bonds
MainSky AM, Dr. Schulte / D. Duarte
Income-oriented bond portfolio, generating added value relative to a European aggregate bond benchmark (1–10 years).
Foundation from Baden-Württemberg
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.
Reference Mandate Equities
Foundation Mandate 'Low Volatility' and Dividends
Foundation Mandate Equities
MainSky Asset Management AG, Daniel Duarte
Global equity portfolio consisting of low-volatility yet high-dividend stocks.
Foundation from Frankfurt am Main
Performance highlights
- High consistency in performance.
- Attractive dividend yield of approx. 3.0%.
- Low annualized volatility of approx. 11%.