Atlas. Slow, but reliable
A portfolio of bonds and broad ETFs with algorithmic duration adjustment. For those who prioritise capital preservation over growth.
Figures cover 36 months, net of fees. Past performance does not guarantee future results.
How Atlas works
Bond core
Portfolio core — investment-grade government and corporate bonds with algorithmic duration management aligned to the rate cycle.
Liquidity buffer
A minimum of 3% is always held in cash — the strategy never sells assets during a drawdown to fund withdrawals.
Volatility-based rebalancing
The equity allocation is reduced automatically when market volatility exceeds the threshold.
Target portfolio allocation
Actual weights fluctuate within ±5 pp; auto-rebalancing returns the portfolio to its targets.
Terms
Questions & answers
Who is the Atlas strategy suitable for?
Atlas — a conservative AI strategy with a risk level of 2 out of 5: suitable for beginner investors and those who tolerate only minor account fluctuations. Historical returns — +7.2% per annum with a maximum drawdown of −4.8%; minimum subscription €10.
What are the risks of the Atlas strategy?
The primary risk is the simultaneous decline of bonds and equities during a sharp rise in interest rates. The maximum historical drawdown was −4.8% at a volatility of 5.2%. The algorithm operates within strict limits: as the drawdown limit is approached, positions are reduced automatically, and the strategy can be stopped at any time.
What are the connection terms for Atlas?
Minimum amount — €10, management fee — 0.80% p.a., performance fee — 10% of profit above the high-water mark. The strategy executes an average of 12 trades per month, each recorded on the public I-Trade Chain network.