Our fund strategies -
from balanced to growth-oriented
- Equity fund
- High Conviction
- Equity Allocation: 95-100%
Covesto Patient Capital
Covesto Patient Capital is our most dynamic fund — for investors who think like owners. Fund advisor Timo Buss is personally fully invested and relies on in-depth proprietary research along with a high-conviction allocation to his best stock ideas (Top 5: ~40% of total assets). Volatility is not hedged, but accepted as the price of admission for attractive long-term returns.
- Balanced fund
- Wealth accumulation
- Equity Allocation: 70-90%
IP Pensionsplan Chance
IP Pensionsplan Chance is our return-oriented balanced fund — for investors seeking dynamic wealth accumulation, combined with an active risk approach. The fund typically maintains an equity allocation of 70–90% and can respond flexibly to market changes. The objective is to offer attractive return potential while maintaining controlled volatility.
- Balanced fund
- Stability
- Equity Allocation: 40-50%
IP Pensionsplan Balance
IP Pensionsplan Balance is our stability-oriented balanced fund – for investors seeking a well-balanced risk-return profile in volatile markets. The fund typically maintains an equity allocation of 40–50% and a fixed income allocation of over 50%. Capital preservation is central, achieved through exposure to attractive bonds and quality equities.
- Balanced fund
- Best Ideas
- Equity quota: 25-100%
IP Black
IP Black is our broadly diversified, growth-oriented mutual fund – for investors who want to participate in the top ideas of leading hedge funds and family offices. Since January 1, 2026, the investment committee has recommended around 50 titles after a 13F analysis, quantitative scoring, and AI-based management check. High portfolio turnover and increased volatility are part of the concept.
Disclaimer:The preceding presentations by Covesto Asset Management GmbH do not constitute an offer or a recommendation regarding the holding, purchase, or sale of a financial instrument. They are solely for non-binding informational purposes (marketing). Information on opportunities and risks can be obtained from your bank or investment advisor, as well as in the sales prospectus and the key information document (PRIIP-KID).
Risk Notice: Securities transactions generally involve risks, in particular the risk of a total loss of the invested capital. The value of an investment can both rise and fall. There is a possibility that investors will not receive back the full amount they invested. The information contained in this publication is non-binding, and Covesto Asset Management GmbH assumes no guarantee for its completeness, accuracy, or timeliness. An update or adaptation to future developments is not planned.