Return

We invest with our investors to be in the same boat. By applying the short-term strategy, it has created eight years with a positive return that has beaten our benchmark index every year (S&P500).

Skilled trader

As an investor in the fund, you invest with the best traders in the world. Globally, there are thousands of mutual funds, hedge funds, but only a fraction of them manage to beat the market and create value for their investors in the long run. At Return Investment, we keep costs down and only want the best of the best for the company and you as investors, as we participate on the same terms and have our own funds involved in all trades. We take a Result fee, and it is calculated once a quarter.

The goal

The fund's investment objective is to achieve an attractive short-term return within the established investment markets, which primarily deal with Nasdaq, S & P500, Dow Jones in the USA and a few Nordic markets. The company wants to give investors a competitive return taking into account the portfolio's absolute risk, which is on a risk scale of 7 out of 7. Our experience is that many customers primarily have products offered or brokered by the bank where they have custody.

THE RETURN

The selection of the shares for the company is based on a momentum calculation in the most solid securities in the global stock market, the primary investments we make are the shares that are on Nasdag100 or and S & P500. We use risk-adjusted momentum to achieve lower relapses and better long-term returns. Since 2014, we have achieved 100% more in return than the benchmark index, net after all costs of applying the strategy to trade on the fluctuations in the upward momentum trend.

Our philosophy

The philosophy is to take advantage of the momentum and an upward trend, which is an academically well-regarded investment factor, which in both theory and practice has given higher returns than the market return across both geographical regions, asset classes, themes, etc. Along the way, there have been periods where we underperform, and during such periods it is essential to remain faithful to the strategy. It is necessary to see the return over a more extended period of 3-4 years.

Contact us

We do our best every day to create good returns for our investors. For example, since 2014, with the investment strategy that we use ourselves, we made over a return of approximately 210% after all trading costs on the fluctuations in the upward momentum trend. The system is simple and is the same we use. We do not change in the strategy, instead not in a declining market.
Of course, you can get out of the company through a capital reduction or acquisitions from other co-investors. Still, to increase the probability of good returns, we recommend a time horizon of 2 years +.
By the company’s articles of association, investments in Return Investment may be redeemed at the turn of the year at net asset value less the redemption deduction.

What does the research show

Research shows that you must have a reasonable spread of your shares to avoid overexposing yourself to, among other things, company-specific risks, and the portfolio should therefore not consist of only one share but ten shares. 50% of the milder are invested in global momentum stocks.

At the same time, the portfolio must not contain so many shares that both risk and return opportunities are spread so much that you achieve index-like returns. We are not at all interested in this investment strategy. We must beat the market. In other words; It is essential to spread the risk by investing in a certain number of shares, but not too many shares, as this does not mean that you can meet your goal of achieving a better return than a simple index investment. In the fund, we diversify the investments so that the portfolio typically consists of a minimum of 5-10 different shares. This number ensures a sensible spread of risk, while at the same time, the portfolio is sufficiently concentrated so that we can deliver better returns than investing in all the US100 and S & P500 indices.

Alternative investment fund

Return Investment A / S is a registered self-managed AIF at FT.nr. 25051, which provides for investment in global listed shares domiciled in developed countries with a view to achieving a stable business of the invested capital.
The product is intended for investors with financial knowledge and experience who can afford to lose the entire amount invested. The product is intended for investors who are interested in an increase in their wealth, risk hedging and a leveraged position. The product is aimed at investors with a long time horizon and may not be suitable for investors who plan to withdraw their money within 1 year. The typical investor in the product is an investor who takes high risk and who invests a minimum of DKK 750,000. (so-called “semi-professional investors”).

This the bar graph is not designed to determine investor suitability and is for informational purposes only. Results should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Benefits may vary from fund to fund. Please consult your financial adviser for more information concerning your specific situation. The Return Investment fund can be more volatile than broad market averages and other traditional public equity funds. Investors should carefully consider the investment objectives, risks, and expenses of any investment solution before investing.