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.

ALTERITAS Services

Fund management

Investment controlling

Fund launches

Fund management

  • Structuring and managing traditional funds as well as
  • Funds based on new technologies, e.g. blockchain technology

Fund launches

  • Single fund in accordance with UCITS or AIF
  • Existing SICAV umbrella fund with option of launching subfunds
  • Tokenisation 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

Quant Blue Chip Fund

Blockchain Soniccx AMC

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

Quant Blue Chip Fund

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.
Find out more about the Quant Blue Chip Fund

Blockchain Soniccx AMC

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.
Find out more about the Blockchain Soniccx AMC
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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