Portfolio management
At Altex, we manage your assets actively and on a personalised basis, with rigour and constant monitoring, in line with your objectives, your investment horizon, the level of risk you are prepared to take and your financial circumstances.
All our portfolios offer daily liquidity.
We manage portfolios starting from €100.00
A portfolio for every type of investor
- Profile
- Time horizon
- Target annual return
- Estimated maximum 1-year drawdown
- Risk level
MONETARY
Capital preservation and liquidity
- Conservative
- 1 week – 6 months
- 2% – 2.5% *
- 0% **
- 1/5
* Depending on EUR interest rates
** Where interest rates are positives
RETURNS
- Conservative
- 6 months
- 2,5% - 3% *
- 0% **
- 1/5
* Depending on EUR interest rates
** Where interest rates are positive
STABILITY
- Conservative
- 1 year
- 3% - 3,5%
- 3%
- 2/5
PRUDENT
- Prudent
- 2 years
- 3,5% - 4%
- 5%
- 2/5
Profile
Objective
Indicative composition
BALANCED
- Moderate
- 3 years
- 5% - 6%
- 10%
- 3/5
FLEXIBLE
- Tolerant
- 4 years
- 6% - 7%
- 15%
- 4/5
DYNAMIC
- Very tolerant
- > 5 years
- 7% - 10%
- > 20%
- 5/5
CONVICTION
- Very tolerant
- > 5 years
- 9% - 12%
- > 20%
- 5/5
Profile
Objective
Indicative composition
At Altex, we combine active management, investment technology and professional judgement to manage each portfolio on an ongoing basis. We use our own tools, such as DIPS and our tracking app, which are always complemented by oversight from our team. Our professional management approach focuses on diversification, risk management, capitalising on opportunities and adapting the portfolio to market developments, without you having to monitor it on a daily basis.
What’s more, at Altex you’ll always have a dedicated contact person by your side, whom you can contact directly whenever you need to, so you feel supported and guided at all times.
Discover our portfolios and find the strategy that best suits you.
What do our investors value about Altex?
Professionalism
I have an expert team that actively manages my portfolio.
Results and strategy
I can track the performance of my investment and understand how it is being managed.
Personalised service
I have a dedicated fund manager and direct communication; I feel well-informed and supported.
Track record and stability
I know who is behind my investments and I trust an experienced fund management company.
Transparency and trust
I have clear information so I know how and why decisions are