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.
In doing so, we focus on the right mix of equities, bonds, funds, countries and sectors that benefit from structural growth.
We include quality companies that can generate a high free cash flow even in difficult times and achieve a high return on investment through lasting competitive advantages, regardless of the economic cycle. Our universe includes winners of transformation processes and sustainable quality improvers.
We pursue a long-term investment horizon, whereby short-term investment opportunities are used to increase performance. ESG criteria are included into our investment process. Currencies are only partially hedged and serve as an additional source of return. Comprehensive risk monitoring with quantitative support rounds off the fund.
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However, if you still want view the content of the website, please confirm by clicking on this box that you accept the following terms and conditions and legal information and that you wish to obtain information about the funds on your own initiative.
General Terms and Conditions and Legal Information
By accessing the SERMONT Asset Management SA website published on the internet, you declare that you have understood and accept the following terms and conditions.
SERMONT Asset Management SA is an asset management company authorised and supervised by the FMA Financial Market Authority Liechtenstein (www.fma-li.li) and a member of Independent Asset Managers in Liechtenstein (VuVL) and is bound by its professional guidelines.
All content provided on this website (ALTERITAS.li) or domain is exclusively for information purposes and, therefore, cannot establish any legal relationship whatsoever between SERMONT Asset Management SA and the respective user of this website. Notably, the information published on the website does not constitute an invitation or offer or recommendation to buy or sell any investment vehicles or to engage in any other transactions; in particular, it does not constitute a basis for investment decisions of any kind.
Notably, all information on this website is not intended for individuals from countries in which accessing this information would lead to a registration obligation by SERMONT Asset Management SA or for individuals who are subject to a legal system that prohibits the access, retrieval or publication of these websites for whatever reason.
The information on this website does not constitute decision-making tools for economic, legal, tax or other advisory issues. Potential investors are strongly advised to make investments in shares of investment companies only after thoroughly studying the current, product-specific documents and after obtaining qualified advice. All documents, notably the current complete or simplified prospectuses, as well as the respective annual and semi-annual reports, can be obtained free of charge from SERMONT Asset Management SA, Werdenbergerweg 11, Liechtenstein.
SERMONT Asset Management SA assumes no guarantee and/or liability for the accuracy, up-to-dateness, correctness or completeness of the information and content provided on the website, nor for any specific applicability or usability of the same. The content of the website may be changed at any time and without prior notice.
SERMONT Asset Management SA also does not warrant that the content and information on this website accessed by users is free of third-party rights, including but not limited to copyrights, exploitation rights, trademark rights or other rights of use. Liability for any resulting damages is excluded.
SERMONT Asset Management SA shall on no account (including negligence) be liable for any loss or damage (whether direct, indirect or consequential) of any kind arising from or in connection with the access, use or viewing of this website.
The entire content and structure of this website (notably any provided information, data, texts, images, graphics, etc.) are protected by copyright. All rights reserved. Reproduction in whole or in part, transmission by electronic or other means, modification or use for public or commercial purposes is prohibited without the prior written consent of SERMONT Asset Management SA. The user shall notably undertake to refrain from any exploitation or use whatsoever of the content and information provided, notably any reproduction, storage, distribution, publication, sale or processing, notably of information, texts, graphics, files, databases, layouts, etc. The user shall take all measures to comply with these obligations.