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Monthly comment July
July was a strong month for financial markets. Stock indices rose broadly all the way to the penultimate day of the month. At the same time, long-term interest rates remained
Crescit is a strategic complement to traditional asset classes with the objective of improving the risk-adjusted return and increasing the stability of the portfolio. The fund strives to generate stable and competitive returns over time.
By combining investments in bonds, equity derivatives and option strategies, Crescit creates a balanced return profile with controlled risk. The fund's use of derivative instruments enables a strong risk-adjusted return and careful risk control. Crescit is aimed at investors who are looking for a robust alternative to complement their investment portfolio without wanting to compromise on return opportunities.
To generate returns, the fund utilizes the dynamics of the equity, interest, credit and volatility markets. Crescit's unique exposure to volatility offers a distinct diversification component to the portfolio. The fund's strategy is based on capitalizing on market fluctuations and pricing in the derivatives market while maintaining disciplined risk management
July was a strong month for financial markets. Stock indices rose broadly all the way to the penultimate day of the month. At the same time, long-term interest rates remained
June was a volatile month for the stock market. After a weak start, risk appetite recovered, causing US stocks in particular to rise sharply. This puts us
May was a very strong month for the world's financial markets. After two months of turmoil, both equity and credit markets recovered broadly. Crescit's funds
| Year | January | Feb | Mar | April | May | June | Christmas | Aug | Sept | Oct | Nov | December | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.64% | 1.35% | -1.47% | -0.39% | 1.74% | 1.01% | 0.96% | 7.00% | |||||
| 2024 | 0.57% | 1.86% | 1.42% | -0.12% | 0.81% | 0.29% | 0.71% | 0.12% | 1.64% | -1.21% | 0.07% | -0.34% | 5.95% |
| 2023 | 3.94% | 0.08% | 1.34% | -0.44% | -1.37% | 1.29% | 1.73% | -2.92% | -1.45% | -0.74% | 2.42% | 2.10% | 5.92% |
| 2022 | -2.98% | -2.29% | 0.97% | -1.66% | 0.68% | -3.82% | 2.42% | -0.86% | -1.80% | 0.96% | 1.94% | -2.53% | -8.83% |
| 2021 | 2.03% | 2.76% | 3.84% | 1.73% | 0.06% | 0.03% | 0.90% | 0.63% | -1.40% | 0.98% | -0.24% | 1.28% | 13.23% |
| 2020 | 0.49% | -2.29% | -4.22% | 1.43% | 1.77% | 2.50% | 1.13% | 5.29% | 0.29% | -2.65% | 8.36% | -0.21% | 11.86% |
| 2019 | 2.05% | 0.88% | -0.08% | 2.45% | -1.88% | 0.01% | -0.21% | -1.16% | -0.16% | -0.15% | 0.22% | 0.35% | 2.26% |
| 2018 | 2.15% | -2.23% | -1.67% | 2.15% | -2.18% | 0.05% | 1.18% | -0.53% | -0.53% | -3.62% | -1.09% | -3.44% | -9.52% |
| 2017 | -0.27% | 1.88% | 1.05% | 0.63% | 0.15% | -1.57% | -0.31% | 0.08% | 1.20% | 0.88% | -1.20% | -1.07% | 1.40% |
| 2016 | -2.67% | 0.95% | 1.19% | 0.09% | 0.76% | -0.66% | 1.91% | 0.18% | -0.23% | -0.21% | -0.31% | 1.47% | 2.42% |
| 2015 | 2.57% | 2.16% | 0.35% | -0.65% | -0.49% | -3.05% | 2.41% | -4.76% | -1.85% | 3.63% | 1.89% | -2.77% | -0.96% |
| 2014 | -1.23% | 1.97% | 0.03% | 0.90% | 1.17% | -0.11% | -0.50% | 1.42% | -0.14% | -0.15% | 2.56% | -1.52% | 4.40% |
| 2013 | 0.12% | 0.03% | -0.94% | 1.03% | -0.47% | 1.09% | 1.12% | 0.75% | 0.65% | 3.42% | |||
Crescit offers a tailored investment strategy that utilizes options and derivatives on the global financial markets. Crescit differs from traditional investments and uses the following building blocks
Protect continues to weather market turbulence well, losing only -0.59% in April. The protection program provides good protection when the stock market falls and volatility rises. Since
July was a strong month for financial markets. Stock indices rose broadly all the way to the penultimate day of the month. At the same time, long-term interest rates remained
June was a volatile month for the stock market. After a weak start, risk appetite recovered, causing US stocks in particular to rise sharply. This puts us
May was a very strong month for the world's financial markets. After two months of turmoil, both equity and credit markets recovered broadly. Crescit's funds
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.
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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.
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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