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 active risk management. 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
- Stability
- Equity quota: 25-100%
IP Black
IP Pensionsplan Balance is our stability-oriented balanced fund - for investors seeking a balanced risk/return profile in volatile markets. The fund typically invests with an equity allocation of 25-100 % and a bond allocation of over 50%. The focus is on capital protection, supplemented by high-yield bonds and quality equities.
Disclaimer:The information provided above by Covesto Asset Management GmbH does not constitute an offer or a recommendation to hold, purchase, or sell any financial instrument. The content is solely for non-binding informational purposes (marketing). For detailed information on opportunities and risks, please consult your bank or investment advisor, as well as the sales prospectus and the Key Information Document (PRIIP-KID).
Risk Notice: Investments in securities are generally subject to risks, in particular the risk of a total loss of the capital invested. The value of an investment may rise or fall. Investors may not recover the full amount they invested. The information contained in this publication is non-binding, and Covesto Asset Management GmbH does not assume any liability for its completeness, accuracy, or timeliness. There is no obligation to update or amend the contents to reflect future developments.