Incrementum Active Commodity Fund

The Incrementum Active Commodity Fund:

Your long-term buy-and-hold investment in the commodity sector. The fund combines strategic investments in commodity stocks and corporate bonds in the commodity sector with dynamic, tactical exposure management through direct investments in commodity derivatives.

Diversification

Strategic allocation in stocks and corporate bonds across five commodity sub-sectors

Active Management

Tactical exposure management driven by a systematic approach

Cashflow

Three sources of cashflow from stock dividends, corporate bond coupons, and VolHarvesting returns

The asset allocation consists of three components:

  1. Strategic exposure in commodity stocks (50%): Diversified, equally weighted stock portfolio across five commodity sub-sectors

  2. Strategic exposure in corporate bonds in the commodity sector (40%): Investment-grade corporate bonds provide yield and reduce volatility

  3. Tactical commodity exposure (-50% to +100%): Managed via the Bloomberg Commodity Index Future using the Incrementum inflation signal

Questions & Answers

Contact us!

You have questions about our product or want to arrange a personal meeting?

+423 237 26 66

Email iid@incrementum.li