Security for your assets.
For generations.
The FTC Generation Fund is an investment fund for investors who think beyond a single generation when investing. The goal is to preserve purchasing power over the long term, minimize risks, and prepare assets for a future we cannot yet foresee.
The FTC Generation Fund was designed to generate returns over the long term—even across generations—that are at least equal to the eurozone inflation rate. The fund emphasizes low volatility, high liquidity, and protection against major setbacks. The Generation Fund goes beyond the traditional portfolio and incorporates strategies that offer opportunities even during crises or periods of structural market changes. This creates the potential for stable performance with real—that is, inflation-adjusted—returns.
The strategies that were successful in the past no longer work as they used to in the new economic order. Investors must adapt to changing conditions that are increasingly pushing traditional approaches to their limits. We are already familiar with some of these factors:
- Inflation & Loss of Purchasing Power
- Trade Conflicts & Fragmentation
- Geopolitical Uncertainty
- Disruptive Technologies
- Rising Interest Rates & Risks of Recession
Familiar recipes will likely no longer be enough in the future. We need to combine smart building blocks to be prepared for the unexpected. That is why the FTC Generation Fund combines six elements into a robust overall strategy:
- Stocks as a Driver of Growth
- Bonds & Liquidity as Anchors of Stability
- Precious Metals & Commodities as a Hedge Against Inflation
- Trend-Following Global Macro Strategies for Profits in Rising and Falling Markets
- Volatility Strategies as a Buffer Against Market Stress
- Targeted individual trades (macro trades) based on fundamental analysis and opportunities in interest rates, stocks, currencies, and commodities
This results in a portfolio that can identify opportunities even in unusual market conditions and respond to changes with a high degree of flexibility.
The Generation Fund aims to offer long-term investors exactly what they need:
- Combining Performance and Safety;
- Preserving and protecting wealth across generations;
- Stable performance with low volatility;
- Protection against inflation through precious metals and commodities;
- Resilience in Times of Crisis Through Managed Futures, Global Macro, and Volatility;
- High liquidity despite a long-term focus;
- A better risk-return profile than pure bond portfolios;
The FTC Generation Fund is intended for long-term investors who are primarily seeking to preserve the purchasing power of their existing assets:
- Individual investors who want to pass on their assets while preserving their purchasing power.
- Older investors seeking stability.
- Foundations seeking returns with manageable risk.
- Investors who have previously held bonds but are seeking higher real returns.
- Families and wealth managers seeking a solid core investment that offers protection against inflation and crises.
Get started today.
Be ready for the day after tomorrow.
The future of your wealth starts now. Invest for the long term with the FTC Generation Fund.
The FTC Generation Fund may only be marketed as follows:
Austria: professional clients and qualified retail investors pursuant to § 2 (1) (42) of the AIFMG;
Germany: professional clients and semi-professional clients;
Liechtenstein: both individual and professional clients;
The information on this page is therefore not intended for individuals who do not meet the aforementioned requirements.
The Liechtenstein Financial Market Authority (FMA) is responsible for supervising LLB Fund Services AG. Neither the FTC Generation Fund (AIF) nor LLB Fund Services AG (AIFM) is subject to supervision by an Austrian authority. The prospectus and the key information document pursuant to Regulation (EU) No. 1286/2014 have not been reviewed by any Austrian authority, and no Austrian authority assumes liability for the accuracy or completeness of these documents.
The content presented here consists of marketing communications. It is provided solely for informational purposes and is not to be construed as an offer, a solicitation to buy or sell, or a recommendation regarding any financial instruments. All investments involve risk. Prices may rise or fall. Please read the fund prospectus and the key investor information document before making an investment decision. Please note the material risks described in the key investor information document and the prospectus. Comprehensive risk information is provided in the prospectus.
FTC assumes no liability or warranty for the timeliness, accuracy, completeness, or continued availability of the information provided in this document.
The AIFM is authorized to suspend the sale of the fund or individual share classes.
SHARE CLASSES (ISIN | BLOOMBERG TICKER):
EUR-I (LI0583477273 | FTCGEUI LE)
USD-I (LI0598650872 | FTCGUSI LE)
EUR-R (LI0583490342 | FTCGEUR LE)
APPROPRIATION OF PROFITS:
Reinvesting
MINIMUM INVESTMENTS:
100,000 (EUR-I, USD-I)
10,000 (EUR-R)
LIQUIDITY:
Weekly (Tuesday)
REGISTERED ADDRESS:
, Liechtenstein
LEGAL FORM:
AIF in the legal form of a collective trust
CUSTODIAN BANK:
Liechtensteinische Landesbank AG
AIFM:
LLB Fund Services AG
PORTFOLIO MANAGERS:
FTC Capital GmbH
AUDITORS:
PricewaterhouseCoopers AG (CH)