Current Protect
Return December
Protect continued to perform well during December with clear relative excess returns against global equities and at significantly lower risk. The derivatives program delivers very good returns to
Crescit Protect is an innovative investment fund that offers global equity exposure with built-in protection against major downturns. The fund uses financial instruments such as options to create a protective structure around the fund's equity exposures, limiting losses during turbulent market periods. By combining exposure to four carefully selected equity indices from the US, Europe, Japan and the UK, the fund aims to mirror the global equity market. The fund's strategy has proven particularly valuable during turbulent periods, such as the Covid-19 pandemic, where it significantly limited losses compared to regular equity funds. The goal of Crescit Protect is to provide investors with the opportunity for good returns over time, while reducing the risk of large losses, making it an attractive choice for those who want to invest globally without having to worry about market timing.
Protect continued to perform well during December with clear relative excess returns against global equities and at significantly lower risk. The derivatives program delivers very good returns to
Crescit Protect continues to impress with strong performance and low risk. November was another successful month, driven by a well-positioned allocation to the S&P500. Fund's
Protect developed strongly during the month and despite an indicative sensitivity of 70 %, the decline was only 53 % of the movement for global equities. The B class fell
The month of May proved to be a strong period for risky assets, with Crescit funds recovering from a weaker April. While global stocks rose sharply, succeeded
| Year | January | Feb | Mar | April | May | June | Christmas | Aug | Sept | Oct | Nov | December | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.15% | 2.87% | 2.76% | -2.51% | 2.35% | 0.90% | 1.13% | 0.02% | 1.16% | -1.06% | 3.36% | -1.38% | 12.18% |
| 2023 | 4.57% | -1.07% | 1.80% | 1.65% | -0.58% | 3.88% | 1.57% | -2.32% | -3.39% | -2.46% | 4.51% | 2.29% | 10.46% |
| 2022 | -4.44% | -2.31% | 0.62% | -3.23% | -2.46% | -4.50% | 3.42% | -3.03% | -5.02% | 3.67% | 3.82% | -4.39% | -17.00% |
| 2021 | -0.06% | 2.68% | 2.46% | 3.23% | 0.57% | 0.96% | 1.61% | 2.18% | -3.26% | 3.77% | -0.64% | 3.30% | 17.91% |
| 2020 | -1.51% | -4.75% | 1.59% | 0.83% | 0.99% | 0.63% | 2.64% | 4.97% | -2.48% | -3.00% | 7.83% | 2.60% | 10.12% |
| 2019 | 1.48% | -4.92% | 4.32% | 1.03% | -3.01% | 1.14% | 0.25% | 2.50% | 2.62% | 5.20% |
Crescit Protect offers a unique investment strategy that combines global equity exposure with sophisticated risk management. Below is a detailed review of the fund's central elements and how they
Protect is an innovative global equity fund that offers investors exposure to the global equity market with a unique risk management strategy. Unlike traditional global equity funds, which invest directly
Crescit Protect manages each index separately. The aim is to minimize the so-called "base risk". If there is a need to hedge an underlying exposure
Through the protection program and the management of the interest investments, Protect is an effective investment to gain control of the capital requirement under Solvency. We help our customers calculate
Protect fund's robust risk management strategy Our sophisticated risk management model uses the Black-Scholes formula to value all derivatives in the fund. By locking all parameters except the stock index, we can create
A legal person is an organization or entity that, like a natural person, has the legal capacity to enter into contracts, own assets and have obligations under law. Examples of legal entities include limited liability companies, economic associations, foundations, condominium associations and municipalities, all of which have their own legal identity separate from the individuals who make up or manage them.
A natural person is an individual with legal capacity. Unlike legal entities, such as companies and organizations, a natural person represents himself in legal contexts. Natural persons have the ability to enter into contracts, own property and pay taxes, making them active participants in society's economic and legal system.
You can find complete information about Crescit's funds in the funds' fact sheets and information brochures. You will also find other documents here, including full and half-year reports. The material on these pages is intended as general product information only. It should not be seen as investment advice or investment recommendations and should not be used as a basis for investment decisions. You should always read the fund's fact sheet and information brochure/prospectus before you start saving in a fund. We cannot guarantee that the information is complete and it is subject to change without notice. The published share value (NAV rate) is based on the latest available data.
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