Delta UCITS

Controlfida Delta UCITS is a fund which seeks to achieve long term capital appreciation while, at the same time, reducing the volatility of its returns through dynamic option trading strategies. The fund's investment objective is to equal-perform the underlying equity markets on the up moves, while limiting the downside to 50% of the down moves. The fund only invests in financial instruments that are liquid and listed on regulated markets.  It has a track record dating back to 1999 and it has been transformed into UCITS in May2010. The historical performance has demonstrated the fund's ability to generate superior risk-adjusted returns for its investors. The fund was awarded 5 stars by Morningstar in December 2013 

Main features
Daily Nav
Geographic focus: USA (50%) end Europe (50%)
Volatility: 5-7%
No leverage
Exchange traded derivatives

Controlfida (SUISSE) SA
Piazza della Riscossa, 16
CH-6906 Lugano
Telefono: +41 (0)91 9701011
Fax: +41 (0)91 9701206
E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.
Web: www.controlfida.com

GIIN Nr.: LJ5F3X.99999.SL.756
LEI Nr.: 549300KQE0BRB99JXH75

Authorized and regulated by the Swiss Financial Market Supervisor Authority (FINMA). Member of the Swiss Association of Asset Managers (SAAM).

Where we are
Our main office is in Lugano (Switzerland)

Contact

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