Goals

Target return

The target of the Fund is an average annual return in excess of 10% for the participant, after deduction of fees, costs and expenses, realized under stringent risk management.

Risk management and multi-strategy

Fonds Bloemendaal aims to invest for you in the safest possible manner and mainly focuses on specific situations with a relatively attractive risk/return profile. Risk management plays an important role here. With our multi-strategy approach and its three important core strategies, Alpha, Beta and Theta (see investment strategy) we attempt to obviate the volatility of the capital markets. Our various strategies form the basis for our ‘absolute return’ goal.

Supply of information

Clear information concerning the development of our portfolio can be found on this website (return). This enables you to quickly obtain insight into the capital growth of your participations and the volatility of our returns.

Our monthly digital newsletter exposes our vision of existing and possible future developments in greater depth and we also review investment decisions made in the previous period. Attention is not only paid to the successes but also to investments that were less promising than expected. In this way we attempt to optimally fulfil our transparency goal.