Umbrellafond

Umbrellafond is a private investment fund organized as an umbrella fund that provides access to a collection of sub-funds pursuing diverse strategies. Founded in 2010 and based in Zurich, Switzerland, it targets institutional investors and high-net-worth individuals seeking capital preservation and diversified exposure to asset classes across macro, credit, equity, and alternatives.

The fund employs a multi-strategy approach designed to manage downside risk while delivering moderate, correlation-resistant returns. Sub-funds implement strategies such as systematic macro signals, credit long/short, equity market neutral, and opportunistic allocations. The management team uses risk budgeting, dynamic asset allocation, and hedging instruments to control drawdowns and maintain liquidity.

Umbrellafond is structured as an umbrella fund with multiple sub-funds under a common management company. Governance involves a board of directors, a chief investment officer, a risk committee, and independent auditors. The fund is regulated under Swiss funds law and subject to periodic reporting and disclosure requirements.

History: since its founding, Umbrellafond has expanded its sub-fund lineup to cover additional markets and risk profiles and broadened its advisory and distribution network to institutions and wealth managers. It has emphasized transparency in valuation and performance reporting.

Performance and reception: the fund aims for capital preservation in adverse markets, with upside participation when markets rise. Fees vary across sub-funds, and inquiries often focus on liquidity terms and the specificity of risk controls. Critics point to the complexity and sometimes opaque fee structures common to umbrella funds.