The Fund strategy targets absolute returns in all market environments. It uses a proprietary systematic investment process that identifies investment ideas using well-proven, evidence based return factors.
Valtum QI Fund is established as a Luxembourg specialised investment fund (SIF).
VALTUM Q.I. SICAV-FIS is for WELL INFORMED INVESTORS and is established as a Luxembourg specialised investment fund or fonds d’investissement spécialisé, in accordance with the law of 13 February 2007 relating to specialised investment funds. Ownership of shares of VALTUM Q.I. SICAV-FIS is strictly restricted to well-informed investors, currently being (a) institutional investors, (b) professional investors or (c) any other investor who (I) adheres in writing to the status of well-informed investors and (ii) either invests a minimum EUR 125,000 in VALTUM Q.I. SICAV-FIS or has been subject to an assessment made by a credit institution within the meaning of Directive 2004/39/EC or an investment firm within the meaning of Directive 2001/107/EC certifying his expertise, his experience and his knowledge in adequately appraising an investment in VALTUM Q.I. SICAV-FIS.
It’s easy for investors to buy and sell the VALTUM QI fund. All you have to do is mail your bank the details below and tell them how much you would like to invest. Afterwards your valtum-shares are transfered to your bank. Selling is just as easy.
As an alternative you can contact Carnegie Fund Management Company. Please refer to details below.
Facts on Valtum QI (SICAV-FIS)
Valtum Q.I. uses a systematic, active, disciplined, value-conscious, risk-managed and historically informed strategy to investing long/short in equities and ETF’s. Valtum Q.I.’s strategy is based on a broad set of proven return factors
Global equity markets and ETF’s
15% p.a. with high watermark.
Banque Carnegie S.A. (Luxembourg)
Carnegie Fund Management Company S.A. (Luxembourg)
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Centre Europe,5 place de la Gare
l- 1616 Luxembourg