Pictet Asset Management laajentaa total return -rahastovalikoimaansa uudella korkorahastolla

Pictet TR-Sirius -rahasto sijoittaa laajasti kehittyvien markkinoiden valtionlainoihin, korkoihin ja valuuttoihin tavoitteenaan päästä markkinoita parempaan tuottoon eli alfaan kaikissa markkinaolosuhteissa. Rahasto pyrkii minimoimaan riskit eikä sillä ole vertailukohdetta. Pictet TR Sirius pyrkii saamaan LIBORin yliyön korkoa parempaa tuottoa, 6–8 prosentin bruttotuottoa, kun arvioitu vuotuinen volatiliteetti on 4–6 prosenttia3–5 vuoden aikavälillä.

Strategia on nyt tarjolla Pictet’n ulkopuolisille sijoittajille ensimmäistä kertaa. Rahaston salkunhoitajana on toiminut kolme vuotta Pictet’n Lontoon-toimiston Ketan Gada apunaan Thibaut Nocella ja Rav Singh.

Tiimin erittäin kokeneilla jäsenillä on vahvaa, toisiaan täydentävää kokemusta kehittyviltä markkinoilta, ja he hyödyntävät Pictet Asset Managementin laajaa kehittyvien markkinoiden osaamista.

Pictet TR-Sirius on UCITS IV -rahasto, jonka arvo lasketaan päivittäin ja likviditeetti viikoittain. Rahasto on rekisteröity Suomen lisäksi Alankomaissa, Belgiassa, Espanjassa, Isossa-Britanniassa, Itävallassa, Norjassa, Ranskassa, Ruotsissa, Saksassa ja Tanskassa.

“Strategia on osoitus jatkuvasta innovoinnistamme ja sitoutumisestamme kehittyviin markkinoihin sekä total return -korkotuotevalikoiman laajentamiseen”, sanoo korkotuotteiden sijoitusjohtaja Raymond Sagayam. “Strategiamme avulla sijoittajat pääsevät hyödyntämään kehittyvien markkinoiden tarjoamia mahdollisuuksia alhaisella volatiliteetilla.”

Alkuperäinen lehdistötiedote kokonaisuudessaan alla. Mikäli käännöksessä on eroja alkuperäiseen tiedotteeseen, alkuperäinen tiedote pätee.

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Pictet Asset Management adds new fixed income fund to its total return franchise

Pictet Asset Management has added a new fixed income strategy to its USD 10bn actively managed total return franchise in the form of the Pictet TR-Sirius fund. The strategy employed by Sirius is liquid global macro emerging market (‘EM’) long-short fixed income.

Pictet TR-Sirius invests in a wide range of EM sovereign bonds, interest rates and currencies, with the aim of generating alpha in all market conditions. It intends to minimise directional bias to beta or carry and avoid downside risk. The fund has no benchmark constraints and aims to exceed the LIBOR overnight rate by 6-8% gross return, with an expected annual volatility of 4-6% over a 3- to 5-year horizon.

This strategy is being offered externally for the first time. It has been led and managed internally from London for the past three years by Ketan Gada who is supported by Thibaut Nocella and Rav Singh.

The highly experienced team members have strong, complementary EM backgrounds and will draw on Pictet Asset Management’s extensive emerging market investment resources. 

Launching on 8th August, Pictet TR-Sirius is UCITS IV compliant, with weekly liquidity and daily pricing. The fund is registered for sale in Austria, Belgium, Denmark, France, Germany, Great Britain, the Netherlands, Norway, Spain, Finland and Sweden.

“This strategy testifies to our continued innovation and commitment to emerging markets and the expansion of our total return fixed income franchise,” says Fixed Income CIO, Raymond Sagayam. “This strategy will offer investors participation in the advantages of emerging markets with lower volatility.”

About Pictet Asset Management & the Pictet Group

Pictet Asset Management includes all the operating subsidiaries and divisions of the Pictet group that carry out institutional asset management and fund management. Pictet Asset Management Limited is authorised and regulated by the UK’s Financial Conduct Authority.

At June 2019 Pictet Asset Management managed USD 190 (CHF 186/ GBP 149/EUR 167) billion in assets, invested in equity and bond markets worldwide. Pictet AM has seventeen business development centres worldwide, extending from London, Brussels, Geneva, Frankfurt, Amsterdam, Luxembourg, Madrid, Milan, Paris and Zurich to Dubai, Hong Kong, Taipei, Osaka, Tokyo, Singapore and Montreal.

The Pictet Group is a partnership of eight owner-managers, with principles of succession and transmission of ownership that have remained unchanged since foundation in 1805. It offers only wealth management, asset management and related asset services. The Group does not engage in investment banking, nor does it extend commercial loans. With USD 557 (CHF 544/GBP 438/EUR 490) billion in assets under management or custody at June 2019, Pictet is today one of the leading Europe-based independent wealth and asset managers.

Headquartered in Geneva, Switzerland and founded there, Pictet today employs over 4,300 people. It has 27 offices in: Amsterdam, Barcelona, Basel, Brussels, Dubai, Frankfurt, Geneva, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Montreal, Munich, Nassau, Osaka, Paris, Rome, Singapore, Stuttgart, Taipei, Tel Aviv, Tokyo, Turin, Verona and Zurich.