Strong performance, low volatility: Over the past five years, the Ethna-AKTIV has demonstrated that it is possible to achieve top-tier returns while actively managing risk. With a return of 23.26% and a volatility of just 5.86% over the same period, the fund underscores its ambitious risk-return profile and solidifies its position as a stable anchor in the multi-asset sector.
Core competencies as a guarantee of success
The success of the Ethna-AKTIV is based on a disciplined, macroeconomic investment approach. Particularly noteworthy: The strong performance was achieved without relying on price-sensitive alternatives such as gold as a stabilizing factor.
“Focusing on our core competencies has paid off,” explains Jörg Held, Head of Portfolio Management. “Our macroeconomic expertise, combined with a high degree of flexibility and active risk management, was crucial in enabling us to deliver a compelling performance even in a challenging market environment.”
Triple recognition validates investment strategy
The consistent work of recent years is now reflected in three prestigious awards that underscore the quality of the fund’s management:
- Morningstar Rating: The independent research firm currently rates the Ethna-AKTIV with the highest rating of five stars.
- Austrian Fund Award: At the 27th FONDS professionell CONGRESS in Vienna, the fund was awarded the rating “Outstanding” in the “Global Multi-Asset Balanced Fund” category. The award is presented in collaboration with the daily newspaper Die Presse and its expert partner, the Institute for Wealth Accumulation (IVA).
- Süddeutsche Zeitung Quality Seal: The SZ Institute awarded the Ethna-AKTIV the “Top Mixed Fund 2026” seal in the “Global Conservative” category.
Active management as the key to success
These accolades confirm Ethna-AKTIV as one of the leading solutions for investors who value flexible yet stable asset management.
Luca Pesarini, founder and CIO of ETHENEA Independent Investors, emphasizes: “Success arises where macroeconomic expertise meets decisive action. We do not rely on market trends, but rather actively manage the portfolio across all asset classes – from currency allocation to targeted duration management. The fact that Ethna-AKTIV has won three awards underscores our goal of delivering attractive returns with controlled volatility. This is not just theory; it creates added value in our investors’ portfolios.” Pesarini concludes by thanking the team for their outstanding work and the investors for the trust they have placed in us.
Note: This text was translated using AI and may contain translation errors. The German version of the text is authoritative.