Annuity pension scheme
Trust, predictability and less worries. Invest your funds with us and get a global portfolio of more than 200+ shares with an attractive return.
If you want to invest your pension funds with ANNOX, you can set up a pension scheme with a bank providing the option to make your own investment decisions for your pension. I.e. your pension scheme is with a bank, but you make your own investment decisions, allowing for investments in stocks like the ANNOX mutual fund.
Your annuity pension can be freely invested in the ANNOX fund, which is UCITS approved and therefore exempted from the 20% rule (i.e. you are allow to invest up to a 100% of your pension in ANNOX mutual fund).
Basically, the fund's +200 shares are selected on strong financial figures and attractive share price patterns. We thus choose the stocks that provide the best combination of recognized academic risk premiums and market abnormalities that increase the likelihood of creating excess returns in the long term.
Shares monitored daily
Average portfolio wight / share
Number of shares turned over / monthly
ANNOX applies different complementary data-driven strategies in one and the same fund. By applying several strategies in the same model dynamically, the opportunities to choose the shares that provide excess returns in the fund are increased.
We use a systematic data-driven approach to find and exploit opportunities for excess returns. Our models are built on evidence in historical data, and not personal gut feelings that may change from day to day.
We are 100% independent and only advise our equity fund. We thus have full focus on making the best-performing equity fund - and nothing else. And if you have questions, you are always welcome to write or call - we are located on Svanemøllevej in Hellerup.
ANNOX A/S is a portfolio manager for the UCITS fund ANNOX Quant Global Equity ESG Kl. ANNOX is an innovative asset manager using an in-house developed systematic trading process exporing raw data from the Thomson Reuters Refinitive. The fund is administered by Nykredit Portfolio Administration through their private label umbrella platform Investeringsforeningen InvestIn. Nykredit, who is also our depositary, uses BNY Mellon as their sub-custodian.Read about ANNOX