The Culture of AdvisoryAn invitation to accept a diverse future

ALTERITAS Investment Funds

Sermont AM supports the entire implementation process of a regulated investment fund up to market readiness, in coordination with the responsible fund management company. As portfolio managers, we develop the investment strategy and provide content for the fund documentation.

Visionary and down-to-earth

Changing the future sustainably

In keeping with the changing times, we not only embrace technical and digital options, but also prepare ourselves for future challenges with an all-round approach. This means not only means being up-do-date digitally, but also recognising the goals of the next generation.

SERMONT AM Services

Asset Management

Investment controlling

Fund launches

Asset Management

  • Advisory on the structuring and implementation of traditional funds as well as funds in the field of new technologies

Fund Launches

  • Concept development and investment advisory for single funds in accordance with UCITS or AIF
  • Tokenization of funds

Investment controlling

  • Identifying opportunities and risks early on and managing them in a targeted manner
  • Dynamic assessment by combining experience and internal and external systems and models

ALTERITAS Funds/AMCs

Strategy Fund

Quantitative Blue Chip Fund

Digital Asset Blockchain Infrastructure (DABI)

Strategy Fund

The ALTERITAS Strategy Fund allows investors to participate directly in SERMONT AM’s investment strategy. Our goal is to achieve long-term capital growth with balanced risk distribution and capital security.
Find out more about the Strategy Fund

Quantitative Blue Chip Fund

The ALTERITAS Quantitative Blue Chip Fund allows investors to benefit from a liquid, balanced equity strategy that covers 28% of the MSCI World capitalisation. Our goal is long-term capital growth with lower volatility and reduced drawdowns compared to the broader equity market.

Find out more about the Quantitative Blue Chip Fund

Digital Asset Blockchain Infrastructure (DABI)

We invest in the fundamental blockchain infrastructure with the Digital Asset Blockchain Infrastructure (DABI). An investment in all the innovations and revolutionary developments in almost all industries, which will become possible with this key technology; in short – in the digital future.
Find out more about the Digital Asset Blockchain Infrastructure (DABI)
Your entry into
future value-added markets

Mag. Volker G. Zaworka, CEO | Chief Investment Officer

Embracing these changing times is an important contribution to sustainability.
ALTERITAS Board

Invitation to a balloon ride

Stay on top of things

Extraordinary adventures create special experiences. We don’t want our head in the clouds, we want to be allowed to discover and tell you about innovative value systems and new ways of participating – allow yourself a very special overview…

SERCOR Group

Facts guiding the way to a successful future

A company’s brain and spirit are its most valuable asset for long-term and sustained development in all wealth-related matters. To enable fast action, we see it as our duty to reach out to new inspirations so that we can share chances and opportunities with you, always right at the forefront. Requesting and clarifying facts for this purpose is part of our DNA.
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