Absolute return since 2009
Simplify Partners SA and Simplify SIF Sicav
Founded by Federico Polese and three capital partners in 2008, the company provides efficient, liquid and transparent portfolios. Today, the company oversees north of Eur200m, invested either in its fund or other platforms. The team is composed of experienced senior professionals with multicultural backgrounds and decades of asset management experience.
Dynamic asset allocation
Simplify 02 is our first and most significant fund. It provides a dynamic asset allocation with low correlation to markets and moderate volatity. It is ideal for both short and long-term investing through multiple economic cycles. Liquidity is a high priority. The distribution between asset classes to equity varies from negative to 60% according to the cycle phase. Please refer to the factsheet for detailed information. Download the factsheet.
The fund's inception was in February 2009. During this time, it ranked withing the top 5th percentile in bloomberg percentile several tiumes. Since inception the total return has been +74.01% as of December 31, 2017. Therefore, the average yearly return of 7.9%. Short term volatility has been 2.77%. Long term volatility 5.01%. Average correlation to equity market was 0.2%.
For subscriptions' administration, please email the Transfer Agent Finexpert SA