A diversified range of actively managed funds designed to deliver consistent alpha across different market cycles and risk profiles.
| Fund Name | Strategy | YTD Return | 5-Yr Annualised | Risk Level | Min. Investment |
|---|---|---|---|---|---|
| ActiFund Growth Equity | Large-cap growth | +14.2% | +12.8% | Moderate-High | €50,000 |
| ActiFund Value | Deep value | +9.5% | +10.1% | Moderate-High | €50,000 |
| ActiFund Balanced | Multi-asset | +8.7% | +9.3% | Moderate | €25,000 |
| ActiFund Dividend Income | Dividend focus | +6.9% | +8.5% | Moderate | €25,000 |
| ActiFund Small Cap | Small & mid-cap | +16.1% | +13.4% | High | €50,000 |
| ActiFund Conservative | Capital preservation | +4.2% | +5.8% | Low-Moderate | €10,000 |
| ActiFund ESG Leaders | Sustainable equity | +11.3% | +10.7% | Moderate-High | €25,000 |
| ActiFund Tactical Alpha | Opportunistic | +18.6% | +14.2% | High | €100,000 |
Past performance is not indicative of future results. Returns shown are net of fees as of 31 March 2026.
Our flagship fund focuses on high-growth European companies with strong competitive advantages, expanding addressable markets, and proven management teams. The portfolio typically holds 25-35 positions with an average holding period of 18-24 months.
A deep value strategy that identifies fundamentally sound companies trading below intrinsic value. We focus on catalysts that will unlock value including management changes, restructuring, and sector re-ratings.
A multi-asset fund that dynamically allocates between equities (40-70%), fixed income (20-45%), and alternatives (0-15%) based on market conditions and our macroeconomic outlook.
Targets high-quality dividend-paying stocks with a track record of consistent and growing distributions. Ideal for investors seeking reliable income with moderate capital appreciation potential.
Exploits the informational inefficiencies in the European small and mid-cap space where analyst coverage is thin. Our proprietary screening identifies hidden gems before they become widely known.
Designed for capital preservation with modest growth. Primarily invested in investment-grade bonds and high-quality equities with a maximum equity allocation of 30%.
An actively managed fund investing exclusively in companies that meet our rigorous ESG criteria. We believe sustainable businesses generate superior long-term returns for investors.
Our most aggressive strategy employing opportunistic long positions, sector rotation, and tactical hedging to generate absolute returns regardless of market direction.
Contact our team to discuss which fund best suits your investment objectives and receive detailed fund documentation.