The Culture of AdvisoryAn invitation to accept a diverse future
ALTERITAS Investment Funds
Our expertise includes the complete implementation of a regulated investment fund and the preparation of the prospectus until it is ready for the market. As fund managers, we develop the necessary content and manage cooperation with the fund management, the authorities and the custodian.
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.
Structuring and managing traditional funds as well as
Funds based on new technologies, e.g. blockchain technology
Single fund in accordance with UCITS or AIF
Existing SICAV umbrella fund with option of launching subfunds
Tokenisation of funds
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
Quant Blue Chip Fund
Blockchain Soniccx 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.
The ALTERITAS Quant 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 drawdowns compared to the MSCI World.
We invest in the fundamental blockchain infrastructure with the ALTERITAS Blockchain Soniccx Fund. 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.
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…
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.