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Please be sure to choose the correct timeframe: 12 March 2021 to 12 March 2024
We follow a passive investing strategy that focuses on the potential of digital assets. Our approach is based on the understanding that while there are over 25,000 digital assets in existence, only a few have the potential for long-term success. To maximize returns and minimize risks for our investors, we employ the following key elements in our investment strategy
Out of the extensive range of digital assets available, we meticulously vet and enter positions in only 1 out of approximately 500 coins. This stringent process allows us to focus on assets with strong potential for growth and stability.
Our team conducts a comprehensive vetting process for each selected asset, analyzing factors such as technological innovation, team expertise, market demand, and adoption potential. This ensures that we maximize profitability while minimizing exposure to risky or unreliable assets.
We continuously monitor and review our portfolio allocation, ensuring that it remains aligned with our investment thesis. This periodic evaluation allows us to adapt to market conditions, capitalize on emerging opportunities, and optimize returns for our investors.
At Actalize, we pride ourselves on our unique and effective investment strategy. With a strict and thorough asset selection methodology, we aim to identify the most promising opportunities from the vast array of digital assets available. Discover how our approach to portfolio management has yielded exceptional results, maximizing profitability and delivering significant benefits for our investors.
| Asset | Returns* | Source | |
|---|---|---|---|
|
|
Gold |
2.72% |
|
|
|
US Treasury Bonds |
5.46% |
|
|
|
EU Property (rental Yield) |
7.81% |
|
|
|
Swiss residential property |
6.4% |
|
|
|
Bloomberg Commodity (BCOM) |
17.33% |
|
|
|
Venture Capital (Cambridge Associates study) |
21.9%** |
|
|
|
Angel Investing |
14%** |
|
|
|
Actalize Model Portfolio |
52.13% |
* Annualised returns from May 1st 2020 to October 1st 2023
** Average Past Returns
| Asset | Returns* | Source | |
|---|---|---|---|
|
|
Vanguard 500 Index Fund |
11.93% |
|
|
|
Bridgewater Pure Alpha |
1.5%** |
|
|
|
Blackstone |
28.04% |
|
|
|
KKR & Co |
32.93% |
|
|
|
Apollo Global Management |
30.36% |
|
|
|
Actalize Model Portfolio |
52.13% |
* Annualised returns from May 1st 2020 to October 1st 2023
** Average Past Returns since January 2012
| Asset | Returns* | Source | |
|---|---|---|---|
|
|
S&P 500 |
12.93% |
|
|
|
Apple Inc. |
28.71% |
|
|
|
Coca Cola Co |
6.18% |
|
|
|
Berkshire Hathaway |
20.99% |
|
|
|
Amazon |
3.16% |
|
|
|
Tesla |
63.39% |
|
|
|
Meta |
12.25% |
|
|
|
Microsoft |
18.94% |
|
|
|
JP Morgan |
13.79% |
|
|
|
Visa |
8.22% |
|
|
|
Actalize Model Portfolio |
52.13% |
* Annualised returns from May 1st 2020 to October 1st 2023
At Actalize, we pride ourselves on our unique and effective investment strategy. With a strict and thorough asset selection methodology, we aim to identify the most promising opportunities from the vast array of digital assets available. Discover how our approach to portfolio management has yielded exceptional results, maximizing profitability and delivering significant benefits for our investors.
A qualified investor is anyone who is:
– a representative of a licensed financial institution
– or a high net worth individual with net financial investments of at least 2 million EUR / CHF / USD
By visiting this website, you are accessing restricted information that is not intended for non-qualified investors. You confirm and acknowledge that you are acting as a qualified investor as defined by the CISA.
You will have access to information that is not intended for or available to non-qualified investors and is reserved for qualified investors who, by their nature, possess the knowledge and skills necessary to make investment decisions and properly assess the risks involved. The information is aimed exclusively at qualified investors as defined in art. 10 para. 3 and para. 3ter, Federal Act on Collective Investment Schemes of 23 June 2006 (“CISA”) and its enforcement order. Qualified investors include regulated financial intermediaries such as banks, securities firms collective asset managers, central banks, regulated insurance companies, institutions under public law with a professional treasury, pension funds or institutions serving occupational pension plans with a professional treasury or companies with a professional treasury.
All content on this website is provided for information purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any financial products or services, or a promise to undertake or solicit business, and should not be relied upon or considered in connection with any offer or sale of financial products or services. A list of funds registered with FINMA can be found at www.finma.ch. For funds offered in Switzerland, the place of performance and jurisdiction is the registered office of the representative in Switzerland.The prospectus, key investor information documents, articles of association and annual and semi-annual reports or equivalent fund documents posted on this website are available on request and free of charge from the representative in Switzerland. If you are not a qualified investor, you can also access regulatory documents online for funds authorised for marketing in your jurisdiction by clicking here.
Actalize Digital Assets, is responsible for the content of this website in the context of the offer in Switzerland. By remaining on this website you agree to be bound by our Terms of Use AND you confirm that you are a qualified investor with the necessary knowledge to assess the risks of investing in financial products.Each fund has specific risks, which can significantly increase under unusual market conditions. As the fund is in the Cryptocurrency asset class, investors must be willing to bear the additional risk involved.
Actalize Digital Assets is licensed and regulated by the Gibraltar Financial Services Commission (GFSC).
Our financial statements have been audited by an independent third party auditor.
