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Legal Information & Disclaimer

Please carefully read this important information before entering this website. It contains legal and regulatory notices relevant to the information contained on this website.

By proceeding please note that for regulatory purposes we will be treating you as a retail investor for Altana UCITS Funds plc (“Altana”). By accepting our disclaimer you agree to be bound by our terms and conditions. If you do not accept these terms and conditions, please do not continue to use or access any pages of this website. Altana cannot be responsible for any misrepresentations you may make in order to gain access to restricted parts of this website.

INFORMATION ON THIS SITE

General

Subject to the terms and conditions below, Altana operates and is responsible for this website.

Important Regulatory Information

Altana is an investment company with variable capital incorporated with limited liability in Ireland with registered number 540012 and established as an umbrella fund with segregated liability between sub-funds pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 (as amended).

The material contained in this website is directed only at persons or entities in any jurisdiction or country where such access to information contained herein and use thereof is not contrary to local law or regulation. Accordingly, all persons who access this website are required to inform themselves of and to comply with any such restrictions.

Nothing on this website constitutes or forms part of any offer to issue or sell, or any solicitation or any offer to subscribe or purchase shares, units or other interests (“Shares”) in investments referred to herein. The information contained on this website may not be treated as an offer of solicitation:

  • in any jurisdiction where such an offer or solicitation is contrary to local law.
  • to anyone to who it is unlawful to make such an offer or solicitation.
  • if the person making the offer or solicitation is not qualified to do so.

Nor shall this website form the basis of, or be relied on in connection with, any contract for Shares.

Applications to invest in any product referred to on this website must only be made on the basis of the documentation relating to the specific investment and you should refer to your investment adviser. If you are in any doubt about the information contained on this website, please contact Altana at info@AltanaWealth.com or by calling us on +44-207-079-1088, or consult a professional financial adviser.

Risks of Investing

Investing entails risks, including possible loss of principal. No representation is being made that any investment or transaction will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. No assurances or guarantees are given regarding the performance of any investment.

Past performance may not be repeated and should not be seen as a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Exchange rates may cause the value of overseas investments and the income arising from them to rise or fall. The levels and bases of and reliefs from taxation may change. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. Investors should consult their own tax adviser in order to understand any applicable tax consequences.

Materials relating to the investments mentioned on this website should be read in conjunction with a prospectus (available through this website) that describes charges, expenses, and risks. Read it carefully before any investment.

Accuracy of Information

The information contained on this site (including any expression of opinion or forecast) has been obtained from, or is based on, sources believed by Altana and its associated companies to be reliable, but are not guaranteed as to its accuracy or completeness. Such information is provided without obligation and on the understanding that any person who acts upon it or changes his investment position in reliance on it does so entirely at his own risk. Information posted on this site is current only as at the date it is first posted and may no longer be true or complete when viewed by you. All information contained on this site may be changed or amended without prior notice although neither Altana nor any of its associated companies undertakes to update this site regularly.

NOTHING CONTAINED ON THIS WEBSITE CONSTITUTES INVESTMENT, LEGAL, TAX, OR OTHER ADVICE, NOR IS TO BE RELIED ON IN MAKING AN INVESTMENT OR OTHER DECISION. YOU SHOULD OBTAIN RELEVANT AND SPECIFIC PROFESSIONAL ADVICE BEFORE MAKING ANY INVESTMENT DECISION.

No Liability

This information on this site has been prepared, approved and issued by Altana and the information and opinions contained in this site have been compiled, or arrived at, in good faith and on the basis of publicly available information, internally developed data and sources believed to be reliable as at the date of publication. However, no representation, warranty or undertaking, express or implied, is made by Altana, its associated companies or any other person as to the reliability, accuracy or completeness of the information contained on this site and no liability is accepted by such persons for the reliability, accuracy or completeness of such information. To the extent that any information on this website relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and Altana accepts no liability for such information.

NOTHING IN THESE TERMS AND CONDITIONS SHALL RESTRICT OR EXCLUDE ALTANA’S LIABILITY IN RESPECT OF FRAUDULENT MISREPRESENTATION OR FOR DEATH OR PERSONAL INJURY CAUSED BY ALTANA’S NEGLIGENCE.

SUBJECT TO THE ABOVE PARAGRAPH, ALTANA HEREBY EXCLUDES ALL LIABILITY FOR ANY DIRECT, INDIRECT, SPECIAL, OR CONSEQUENTIAL LOSS OR DAMAGE (IN EACH CASE INCLUDING BUT NOT LIMITED TO: BUSINESS INTERRUPTION, LOSS OF PROFITS, LOSS OF REVENUE, LOSS OF ANTICIPATED SAVINGS AND/OR LOSS OF GOODWILL) ARISING FROM, OR IN CONNECTION WITH:

  • THE ACCESSING OR USE OF, OR THE INABILITY TO ACCESS OR USE, THIS WEBSITE; OR
  • ANY DECISIONS YOU MAKE BASED ON THE INFORMATION, OPINIONS, ESTIMATES, AND CONTENT MADE AVAILABLE TO YOU THROUGH THIS WEBSITE; OR
  • ANY WEBSITES ACCESSED VIA OR ADVERTISED ON THIS WEBSITE, No warranty is given that the contents of this website are compatible with all computer systems or browsers or that this website shall be available on an uninterrupted basis. Altana does not accept any liability for any damages or losses arising from changes or alterations made to this website by unauthorised third parties.Altana shall not be liable for any damage, injury or harm caused by the transmission, through accessing the services or information on this website, of a computer virus, or other computer code or programming device that might be used to access, delete, damage, disable, disrupt or otherwise impede in any manner, the operation of this website or of any user software, hardware, data or property. IndemnityGoverning Law If any provision in these terms and conditions is deemed unlawful, invalid, or for any reason unenforceable, then that provision will be deemed severed from, and will not affect the validity and enforceability of, the remaining provisions.Telephone RecordingDownloading Software and FilesCookiesProtection of DataYour details may be used by us to send you information on products and services that we offer. Please advise us if you wish to receive such information by ticking the box below.
  • Altana may also record your email address and the IP address of the device you use to access this website. Any information that that you might provide in registering for access to view any restricted portions of the website will be held by Altana as data controller (and in certain circumstances Altana Wealth will act as data processor) within the meaning of the Data Protection Acts 1998 and 2003 (the “Data Protection Act”) or applicable data protection legislation. Altana and Altana Wealth will comply with their respective obligations under the Data Protection Act. In connection with the foregoing purposes, we may transfer your information to, and process your information in, countries in which the data protection laws may not offer an equivalent level of protection for your personal information to the European Union.
  • A “cookie” is a piece of information that is saved to your PC’s hard disk by the web server. Confirmation of reading and accepting these terms and conditions will place a cookie on your PC’s hard disk. This will ease your navigation around this website by not popping up these terms and conditions again during this browser session. This cookie is temporary and will be removed when you close your browser. The cookie is not used for any other reason.
  • If you download software or files from this website, the software—including any files or images incorporated in or generated by the software and data accompanying the software—and files (collectively, the “Files”) are licensed to you by Altana Wealth solely for your personal, non-commercial use. However, Altana Wealth does not transfer title in the Files to you. You own the medium on which the Files are recorded, but Altana Wealth and its licensors retain full and complete title in and to the Files, including all intellectual property rights therein. Save as otherwise permitted by applicable law, you may not redistribute, sell, decompile, reverse engineer, disassemble, or otherwise reduce the Files to any other form whatsoever.
  • Altana (or any member of the Altana Wealth group of companies) may monitor and record telephone conversations to check and verify instructions, to maintain high quality service standards, to comply with regulatory requirements and for the security of operational and business processes.
  • These terms and conditions represent the entire agreement between Altana and the user relating to the subject matter herein.
  • Your use of this website and downloads from it and the operation of these terms and conditions shall be governed by and interpreted in accordance with the laws of Ireland. The Irish Courts shall have exclusive jurisdiction over any dispute arising out of your use of this website.
  • You agree to indemnify, defend, and hold harmless Altana, its affiliates and licensors, and the officers, directors, employees, and agents of Altana and its affiliates and licensors, from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this website.
  • [Nothing in these terms is intended to exclude or restrict any duty or liability that Altana Wealth has to its clients under the “regulatory system” in the UK (as such terms of defined in the FCA Rules), under applicable local regulatory rules or which may not be excluded or restricted as a matter of applicable law.]
  • The internet is not a completely reliable transmission medium. Neither Altana nor any of its associated companies accepts any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to any direct, indirect or consequential damage, arising out of the use of the products or services referred to herein. In addition, neither Altana nor any of its associated companies accept any responsibility for the security or confidentiality of information transmitted across the internet to or from Altana or any of its associated companies and any such transmission of information is entirely at your own risk.
  • WHETHER OR NOT SUCH LOSS IS REASONABLY FORESEEABLE AS AT THE DATE YOU ACCESS THIS WEBSITE OR SYSTEMATICA HAS BEEN ADVISED OF THE POSSIBILITY OF YOU INCURRING SUCH LOSS OR DAMAGE, AND WHETHER OCCASIONED BY THE NEGLIGENCE OF SYSTEMATICA OR ITS EMPLOYEES, AGENTS, OR SUB-CONTRACTORS.

Assertion of Copyright

The copyright and all other rights in the material contained in this website are owned by Altana, except for materials that have been included with the permission of others who own their applicable copyrights. You may download or print individual sections of this website for your personal use and information only, provided that you retain all copyright and other proprietary notices. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), publish, modify, or link into or otherwise use the website for any public or commercial purpose without our prior written consent. You must not transmit any virus, “worm”, “Trojan horse”, or other item of a destructive nature to this website and it is your responsibility to ensure that whatever you download or select for your use from this website is free from such items.

Nothing on this website should be construed as granting any licence or right in relation to any of our trademarks. All trademarks, service marks, company names or logos are the property of their respective holders. The display of any trade names or trademarks on the website does not imply that any licence has been granted to any third party in respect of the same. Any use by you of these marks, names and/or logos may constitute an infringement of the holders’ rights.

Links

The provision of a hypertext link from or to the Altana website does not provide or imply an endorsement or approval of any material on other websites. Neither Altana nor any of its associated companies accept responsibility for information contained on any other websites which can be accessed by hypertext link from this website or for any websites not being available at all times. Altana has not reviewed and will not review or update such websites or information and so any use that you make of such websites and information is at your own risk. Neither Altana nor any of its associated companies accept any liability arising out of the information contained on any linked website or information on this site provided by a third party and the use of such sites and information is at your own risk. No third party link is permitted between the Altana website and any other website without the express and prior written consent of Altana. Please note when you click on any external site hypertext link you will leave this website.

Access

Altana reserves the right to suspend or withdraw access to any page(s) included on this website without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.

Material Interests

Altana, its associated companies their members and/or directors, officers and/or employees and those of their associates may have holdings in the investment funds referred to on this site and may otherwise be interested in transactions that you effect in those funds.

U.S. Persons

This site and its contents are not directed at any person that a “U.S. Person” (as defined in Altana’s prospectus), and no offer or invitation is made to any U.S. Person to invest in any of the products referred to. The provision of any information in this website does not constitute an offer to U.S. Persons to invest in any product.

Termination

The rights granted to you herein terminate immediately upon any violation by you of these terms of use. Altana reserves the right to terminate your access to this website at any time, without notice, for any reason whatsoever. You agree that Altana shall not be liable to you or any third party for any termination of your access to this website.

Conditions of Use

If you have read and understood these conditions of use you may click the “Accept” button below to proceed. By doing so you acknowledge that you understand the conditions of use and agree to abide by them.

 

 

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What we do – Fund information

At Altana, we believe that the investment industry has lost sight of how to successfully outperform.

We actively seek investment strategies that have a competitive business edge and that we can easily explain and consistently replicate. We are constantly looking to discover and mine new sources of uncorrelated and non-scalable alpha.

We always invest alongside clients in a meaningful way to ensure alignment of interest and that performance is not diluted.

For more information about Altana Wealth and the investment opportunities we offer please contact:

Investor Relations on investorservices@altanawealth.com

Telephone:  + 377 97 70 56 36 (Monaco)

or                  + 44 20 70 79 1080 (London)

Download: Altana Funds overview

Cryptocurrency Investments

For more information about these products please contact:

sales@altanawealth.com

AWARDS

HWA-2018-Altana

The Hedgeweek has awarded the Altana Digital Currency Fund the “Best niche hedge fund” category, for its return and superior outperformance over a passive Bitcoin investment.

 

RECENT NEWS

Alistair Milne was quoted in a recent article in Le Monde when Bitcoin passed the $10,000 mark.

Le cours du Bitcoin dépasse les 10 000 dollars” Par Marie Charrel, 29.11.2017

“D’après Alistair Milne, gérant du fonds Altana Digital Currency Fund, basé à Monaco, la plate-forme d’échange de devises numériques en ligne Coinbase a enregistré 300 000 nouveaux utilisateurs pendant le week-end de Thanksgiving aux Etats-Unis. Selon les données des différentes plates-formes, la capitalisation totale du bitcoin dépasse aujourd’hui les 150 milliards de dollars.”
En savoir plus sur Le Monde.

Lee Robinson’s article “The Cryptocurrency and Blockchain World: Who are the winners and losers?” has just ben published in the Hedge Fund Journal (November 2017). You can read the full article here.

In a recent Financial Times article – ‘Crypto’ hedge funds spring up in crowded field –  the impressive 2017 returns  of the Altana Digital Currency Fund were highlighted:

“Some funds report returns that any hedge fund manager would dream of. The Altana Digital Currency Fund was up about 413 per cent this year to the end of August.”

For the full article (subscription required) click here.

Alistair Milne is quoted in the below Bloomberg article about how Bitcoin is being increasingly seen as a safe haven currency.

To read the article, please click here.

Source: Bloomberg, by Rob Urban 27 Nov 2017.

Alistair Milne, the CIO of ADCF was featured in a recent article in HFMWeek  “Crypto Currency Trading 101” (https://hfm.global/hfmweek/analysis/cryptocurrency-trading-101/ ) “Alistair Milne, CIO of Altana Digital Currency Fund, says that limiting trading to one exchange would be irresponsible. “It’s essential that managers open numerous exchange accounts, and do their due diligence on the various exchanges,” he says. “While the major exchanges have invested very heavily in cybersecurity, they are not invulnerable.”

Altana Corporate Bond Fund UCITS

The objective of ACBF UCITS is to generate a positive return in all market phases by investing in a diversified portfolio of corporate bonds globally. The fund sources attractive bond investment opportunities in all major markets, seeks corporations that have an extremely high degree of repayment as well as strong defendable business models. Risks on macroeconomic, geopolitical, sector and issuer levels are limited by following a structured allocation strategy. ACBF takes global exposure either via cash bond positions or derivatives, depending on relative valuations and market opportunities.

For more information about this product please contact:

sales@altanawealth.com

UCITS Hedge Awards 2017 - Altana

The Hedge Fund Journal has awarded the Altana Corporate Bond Fund UCITS the ‘Best Performing Fund in 2016 for the ‘Corporate Credit < US$100m strategy assets’ category.

AWARDS

barclay hedge awards

 

 

 

Altana Corporate Bond Fund UCITS has ranked # 6 in the Fixed Income – Long/Short Credit category for May 2015.

Altana Corporate Bond Fund UCITS has ranked # 1 in the Fixed Income – Long/Short Credit category for April 2015.

Altana Corporate Bonds Fund has ranked # 7 in the Fixed Income – Long-Only Credit category for June 2014.

Altana Corporate Bonds Fund has ranked # 5 in the Fixed Income – Long-Only Credit category for May 2014.

UCITS

Altana Director Alignment Strategy UCITS

Altana Director Alignment Strategy UCITS (ADAS) is a systematic US equity Long/Short strategy investing in stocks with a market cap over USD 1b. It generates alpha on both the long and the short books by filtering directors’ transactions.

For more information about this product please contact:

sales@altanawealth.com

Altana Director Alignment Strategy Research and Sentiment Data

Altana Director Alignment Strategy Managed Accounts

US Strategies - Managed Accounts

EU Strategies - Managed Accounts

Asia Strategies - Managed Accounts

Altana Enhanced Index Fund (AEIF UCITS – Launch date: TBC) 

AEIF enhances passive index returns by selling calls and put spreads across short dated maturities and multiple strikes. Historically taking advantage of long-term structurally positive returns in insurance markets has added 4-6% to passive index funds. Daily liquidity, low fees make it an ideal replacement for passive investors.

For more information about this product please contact:

sales@altanawealth.com

Related Articles:

June 2018: We discuss the subject of skew  for the Optional View from Altana Wealth, written by Michael Bull. You can read the full article “The Optional View (June 2018) – Skews” by downloading a PDF copy here.

Altana Currency Fund (ACF via managed accounts)

The fund aims to increase and protect the value of real wealth by optimally investing in a diversified group of hard currencies including Gold. Currencies are classified as ‘strong’ or ‘weak’ on the basis of a country’s relative strength in public finances, the balance of payments, monetary policy and the domestic financial system. Investment ideas are driven by credit quality of currency pulling together multiple national and international databases.

For more information about this product please contact:

sales@altanawealth.com

Altana Cru Wine Fund (ACWF SLP)

The fund invests in and actively trades a select number of investment-grade wines that are traded in high volume and on a frequent basis. It principally focuses on wines from Bordeaux and a limited number of flagship Burgundy, Californian and Tuscan wines. ACWF generates true alpha with its ability to identify and purchase wine at a discount versus market price, and resell at a fair value through market exchanges and its established international network of buyers. Management has created proprietary software that takes advantage of arbitrage opportunities and generates alpha (identifying opportunities for bids and offer). Access to direct relationships inside the industry enables broker margins to be eliminated.   

For more information about this product please contact:

sales@altanawealth.com

Altana Distressed Opportunities Fund (ADOF SLP) 

An event driven credit strategy with emphasis on risk adjusted returns, investment liquidity and duration flexibility. ADOF invests in a diversified portfolio of 15-20 positions in event driven or special situations targeting yields of 12-15% with a low correlation to broader risk markets and the ability to take advantage of secondary markets. Currently we are pursuing unique opportunities in offshore Oil and Gas to exploit the massive dislocations the oil price decline has brought to a crucial part of global oil supply. The portfolio invests in credit securities, convertibles and highly selected equity positions to capture the opportunities while focusing relentlessly on downside risks.

For more information about this product please contact:

sales@altanawealth.com

Platform Access

Please be advised that our UCITS funds [Altana Corporate Bond Fund and Altana Director Alignment Strategy Fund] are accessible through the following:

  1. All Funds Bank Platform
  2. Zurich Platform: Independent Financial Advisers or Discretionary Managers can contact funds@uk.zurich.com, should they wish to buy the fund for their clients.

For any further information or assistance, please contact investorservices@altanawealth.com

©2018 Altana Wealth

Altana Wealth Limited is authorised and regulated by the "Financial Conduct Authority". Altana Wealth SAM is authorised and regulated by the "Commission de Contrôle des Activités Financières".

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