Finreon Tail Risk Control® (World)

The Finreon Tail Risk Control® (World) measures the probability of large tail events (crashes) on equity markets systematically and on a daily basis by means of various market factors. Accordingly, the fund's equity quota is set between 0% (high measured risks) and 100% (low measured risks), depending on the prevailing market regime as indicated by the TRI. The equity share is held via investments in a diversified portfolio of passive institutional funds, which represent a global equity portfolio (Equity World ex-CH). The cash portion is invested in a portfolio of money market instruments. Total risk born by the investor is similar to a benchmark consisting of 50% equity and 50% LIBOR in the long-term. The strategy is suitable for investors who intend to participate in the performance of global equity markets in a risk-controlled way in order to avoid large drawdowns.