Apolis funds

APOLIS SIF-SICAV is an Alternative Investment Fund (AIF) with sub-funds that have different investment strategies. Alternative Investment Funds are allowed a higher degree of flexibility, in comparison with traditional mutual funds, regarding their exposure in long or short positions per security and asset class, the permission to leverage funds under management and to use derivatives for directional investment positions, as well as, for risk hedging purposes

AIFs are addressed to professional and well-informed investors, who have the knowledge and experience to understand this type of investment and its associated risks. The prerequisites to invest are a minimum investment, as determined by each Member State -for example, €125,000 in the case of Luxembourg- and a written statement by the investor (in the subscription application) that he is aware of the involved investment risks.

For the more effective investment of our clients’ assets in Apolis funds, we work on a multi-strategy approach. Our target is to either achieve absolute returns, irrespective of market direction, or benchmark volatility-adjusted returns. Assets are invested taking into consideration the conditions generated by the relative dynamics between the main sectors of the economy, along with the investment opportunities resulting from governments’ shifts and central banks’ policies, the phase of the economic cycle and other external factors.

AIFS DO NOT HAVE GUARANTEED RETURNS AND PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS