Controlfida Asset Manager

Superior risk-adjusted returns for investors


Controlfida is a global Independent Asset Manager founded in Lugano in 1976, specialized in the management of open-ended funds for institutional and private clients. Controlfida aims to generate long-term superior risk-adjusted returns for investors by dynamically managing positions in interest rates, equity and currency markets as well as utilizing a proprietary option trading strategy.

The funds only invest in liquid and listed securities eliminating any liquidity and counterparty risks. Positions are monitored continuously and portfolios are dynamically modified to take advantage of even the smallest market moves.

 

The Founds

  • Delta UCITS Fund

    Delta UCITS Fund

    Controlfida Delta UCITS is a fund which seeks to achieve long term capital appreciation while, at the same time, reducing the volatility of its returns through dynamic option trading strategies. The fund's investment objective is to equal-perform the underlying equity markets on the up moves, while limiting the downside to 50% of the down moves…
  • SuperDiscovery UCITS

    SuperDiscovery UCITS

    Controlfida SuperDiscovery UCITS is a fund with a geographic focus on emerging markets. The fund's investment objective is to equal-perform the underlying equity markets on the up move, while limiting the down moves. The fund only invests in financial instruments that are liquid and listed on regulated markets. It has a track record dating back…
  • Delta Defensive UCITS

    Delta Defensive UCITS

    Controlfida Delta Defensive UCITS is a fund which aims to achieve a positive absolute return while limiting to the minimum its volatility throught dynamic option trading strategies. The fund's investment objective is to generate a positive annual return of 6% and not generate negative returns even if equity markets decrease up to -15%…
  • 21st Century UCITS

    21st Century UCITS

    Controlfida 21st Century is a fund who seek to achieve long term capital appreciation. The Stock-picking is based on macro industrial areas that the management consider positive for the interest rates in the future. Inside these are chosen some leader securities of each field with the exposure to the global market and with high dividend yield…
  • Fixed Income UCITS

    Controlfida Fixed Income UCITS is a fixed income fund mainly invested in securities denominated in euro. It is proposed to maintain the value of the investment through portfolio diversification and with a high standard quality of the positions held (mainly government bonds and leading industrial). The fund was launched in May 2011 by replicating good…
  • Base Fund

    Base Fund

    The Controlfida Base Fund is a Global Macro fund which aims to generate an annual return of approximately 8% with a maximum drawdown of 10% and a volatility of 15%. The fund takes positions in interest rates, equity and currencies markets, utilizing financial leverage depending on which markets and type of positions. The fund only trades…

     

     

     

     

     

    Controlfida (SUISSE) SA

    Piazza della Riscossa, 16
    CH-6906 Lugano

    Phone: +41 (0)91 9701011
    Fax: +41 (0)91 9701206
    E-mail: suisse@controlfida.com
    Web: www.controlfida.com


    GIIN Nr.: LJ5F3X.99999.SL.756
    LEI Nr.: 549300KQE0BRB99JXH75

    Authorized and regulated by the Swiss Financial
    Market Supervisor Authority (FINMA).
    Member of the Swiss Association of Asset
    Managers (SAAM).

    Controlfida Management Company Limited

    Georges Court,
    54-62 Townsend Street, 
    Dublin 2 - Ireland
    Phone: +353 1 4345153
    Fax: +353 1 5422920
    E-mail: ireland@controlfida.com
    Web: www.controlfida.com


    GIIN Nr.: 4N4N72.99999.SL.372

    Regulated by the Central Bank of Ireland

    ACOLIN Fund Services AG

    Representative
    Leutschenbachstrasse 50 CH-8050 Zürich

    Phone: +41 (0)44 396 9696
    Fax: +41 (0)44 396 9699
    E-mail: info@acolin.ch
    Web: www.acolin.ch


    Paying Agent:
    NPB New Private Bank Ltd.
    Limmatquai 1/am Bellevue
    CH-8022 Zürich

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