IO Funds News
IO DOW FUNDS after 3 years 5 STARS...
A strong result after 3 challanging years in equity markets. The systematic, rule-based approach was able to navigate our investors through different market conditions without damage and emotions. Market drops (Q4 2018), rallies 2017,2019 and a crash like Covid-19 with storng short term rebounds were no reason for the strategy not to (out)perform against their ETF benchmark.
IO DAX Fund +54.58% since March 18 2020 - +9.29% outperformance vs ETF benchmark....
The financial markets are unpredictable, as we have just learned again. Therefore it is important to pursue a focused investment strategy. The IO strategy,
which is systematic and rule-based, was able to prove its full strength even in the strong recovery phases of Covid-19. Investors were able to enjoy above-average performance during the strong
recovery. This is usually not the case with most active investment strategies, as they always lag behind the market. Emotions and noises influence the investment decisions and thus the
Systematic Portfolio Solutions by IO Funds
Strong performance in 2020 - European Strategy outperforming the Stoxx600 and EuroStoxx by +5.08%, +7.26% after fees.... - more...
Finaport Investment Partner - NEW
Systematic, rule-based investment strategy - watch the video
Why we don't invest in Gold - IO Funds Systematic Portfolio Solution
Gold as a seperat asset class is in our view a risk - watch the video
IO DOW +11.36%, IO DAX +12.84%, IO SLI +9.67%
out of the frying pan into the fire!
Investors still SELL low and BUY high!
As a fund manager, you have the advantage of the little secret of Investor behavior! The IO Fund strategy is built for long-term investors, who don't like to trade, believe in the long term-global growth of the economy, and know that the financial market is "random-walk" and not predictable.
But the reality looks very different -! Investors still trade in-and-out within our funds. They normally buy HIGH and SELL low. Fascinating for us as managers to see this "live" on a daily basis.
The fear and greed are very close. So it's no surprise that the BEST and WORST days of an equity market are also very "close."
April 2020 was the BEST month since 1987 for the Dow Jones and the S&P 500 Index! Sad for those with thought they can predict the market and sold their investments.
And we would not be surprised if they come back and try to be a smart stock picker. out of the frying pan into the fire!
Why it's not different this time! - watch the video here
IO DAX Fund - the European market was over the last 2 years a difficult place for investors. In the last months, the IO DAX fund had his most difficult time since we run the strategy (2004). However, in recent weeks we have seen a significant resistance of our strategy to the benchmark, which means that it is beginning to outperform its ETF peer. Time to invest into the European equity market? Time will tell as always.
IO Dow Jones Fund - despite difficult markets and Covid-19, the IO Dow Jones Fund was able to outperform the SPDR ETF DIA by +7.50% net performance since inception Jan 2017
IO Systematic Mandates by Finaport - the systematic investment approach shows, that diversification is key in rebounds and long-term performance... go to chart
DAX INDEX arr 11.25% 1950-2019 - does the Dax Index behave differently than the other indices.. follow on youtube
IO DOW - NAV 163.23% - all time high within 2y 11mths;
annual rate of return 17.12%
all the best and see you in 2020!
IO DOW strategy since 2004 +351.57% 9.88%p.a. acc return
IO DAX strategy since 2004 +275.95% 6.77% p.a. acc return
IO DOW - NAV 155.06 +55.06% - all time high within 2y 11mths!
easywealth - our new partner for our systematic mandate solutions. Certificates issued by Zurcher Kantonalbank, Zurich and managed based on the IO mandate strategy.
New Certificate... be ready more...8 October 2019 on this page
left the IO DOW and right the IO DAX performance
IO Strategy - Annual Rate of Return since inception (Jan 2004; Funds Jan 2017)
IO Dow +9.40%p.a. IO DAX 8.03%p.a. as of 28.8.2019
29 2019 all time high IO DOW USD 150.70 / +50.70% within 29 months beating the ETF benchmark by over 5.9% net.
The Best US Large Cap Funds A study of 107 US Large Cap Funds shows...>
Liqudity, Fund Size When it comes to fund selection, investor check the duration (since inception) of a fund, assets under management and other criterias.
In our view what really matters is: liquidity of the fund and the funds investments (underlying), performance since launch against benchmark, volatility - all the rest is "good to know" but will not help you to make any forecast about the fund strategy!
Control what you can control and don't speculate!
IO DAX Strategy 5 Year Performance vs ETF Benchmark
As of 29 May 2019, the IO DAX Strategy outperformed the ETF benchmark by 3.18%p.a. net
IO SLI Index Certificate - NEW ISSUE -
Welcome to IO Funds new Certificate on the SLI Index. Based on the same strategy of the IO Funds DOW and DAX, we are proud to expand our Index Outperform Strategy family.
The advantage of the certificate is the minimum size of investments / CHF 1000.00
Leonteq Securities AG Schweiz (Rating BBB- Fitch) is the Index Calc Agent. PMG AG and IO Funds are the Index Sponsor.
More informations and risk disclosure can be find in the term sheet or on the daily price update under.....
no investment advise or recommendation!
In November, the IO Dow is ranked 13th in international ranking of over 3373 equity funds worldwide based on the 1 year performance (+11%)
a strong number, as we fight against funds with hedge strategies or a much broader universe...(FX influence)
despite difficult market conditions, IO Funds are still outperforming their ETF benchmarkets...
|IO DAX||IO DOW|
|since inception +4.08% net||since inception +5.72% net|
IO Dow all time high
USD 147.69 +47.69%
since Jan 2017, inception
1 year live
14 years up and running
Happy Birthday - One Year IO Funds with a very strong (out)performance against ETF benchmark! Keep them going and all the best...
14 years systematic, rule-based investment approach
6 years live as mandate solution
2 years live as listed certificate
1 year open to the public as Luxembourg Funds
IO DAX Fund
IO DOW Jones Fund
Finaport Ltd, Zürich
IO-DAX Fund (1mth perf)
IO-DAX Fund (3mth perf)
After 14 years only for family and friends, we open our strategy to the public.
Welcome to the IO Funds DAX and DOW Jones.
Investing without emotion, this is our promise. Focused, rule-based, systematic. For a long-term outperfromance to our benchmark (ETF or index)