Mon, Feb 27, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Harcourt launches two alternative UCITS

Tuesday, October 29, 2013
Opalesque Industry Update - Harcourt, the alternative business of Vontobel Asset Management, expands its offering with the launch of two UCITS funds, the Vontobel Fund – Pure Momentum Strategy and the Vontobel Fund – Pure Dividend Strategy. They reflect the company’s commitment to provide investors with more transparent, liquid and cost-efficient alternative strategies.

The two funds, which present an alternative to traditional hedge-fund investments, are part of the product line called “Research-Driven Strategies”. This name indicates that alternative risk premiums are mostly a reflection of a given trading strategy followed by an investor.

Both funds are actively managed, with investments made strictly according to rule-based methodologies that aim to capture clearly defined alternative risk premiums. Harcourt believes these funds can offer state-of-the-art diversification benefits to institutional and private clients in periods of stress in financial markets. The funds aim to achieve a risk-adjusted return exceeding the 3-months LIBOR by 300 to 500 bps.

The Vontobel Fund – Pure Momentum Strategy aims to benefit from trends in the global financial markets. The fund invests primarily in various liquid asset classes such as futures, equity swaps and collateral debt securities. The goal is to achieve consistent returns by combining various momentum strategies to capture and exploit the observable trends in the market.

The Vontobel Fund – Pure Dividend Strategy strives to systematically participate in the dividend stream of high-payout companies whilst at the same time reducing equity market risk significantly. The fund invests in companies with higher-than-expected average dividend yields with the aim to provide stable returns during times of low interest rates.

“The improved macroeconomic climate has created significant new opportunities for investors to benefit from market upswings”, said Jan Viebig, CEO of Harcourt and portfolio manager of the Vontobel Fund – Pure Momentum Strategy; “we believe these two funds are ideally placed to support traditional portfolio allocations, while delivering the enhanced diversification investors require in the post financial crisis world.”

Press Release

bc

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Swiss investors take fund seeding and acceleration into their own hands[more]

    Benedicte Gravrand, Opalesque Geneva: Banque Bonhote, a 200-year old Swiss private bank, last year launched a community of investors - heads of Swiss family and advisory offices and wealth managers - with the aim of co-investing in the kind of managers they wanted to invest in, either by way of s

  2. K2 Advisors : Why We Like Activist Hedge Fund Strategies and Some Thoughts on Alpha[more]

    Matthias Knab, Opalesque: Rob Christian, Senior Managing Director, Head of Research K2 Advisors, Franklin Templeton Solutions, writes on Harvest Exchange: When d

  3. Ex-Navy SEAL backed by Mario Gabelli, Jean-Marie Eveillard and other value giants off to strong start[more]

    From Valuewalk.com: Sententia Capital Management is not your average value focused hedge fund. The fund was founded by Michael Zapata, a former Navy Seal Team 6 Officer and has attracted funding from some of the best-known names in the value space. Mario Gabelli, Jean-Marie Eveillard from First Eagl

  4. Europe - 1 trillion euro non-performing loans are clogging EU lending channels[more]

    From Centralbanking.com: As much as 1 trillion euro of non-performing loans (NPLs) are still clogging the lending channel in the European Union. An EU asset management company (AMC) could address market failures in the secondary market for NPLs as part of a suite of measures designed to tackle the b

  5. Investing - Hedge funds' novel approach: investing for longer at lower returns, U.S. hedge fund Delta Partners lifts stake in Bellamy's, Hedge funds stockpile cobalt, electric carmakers on battery alert, Facebook is racking up the likes among the world's biggest hedge funds, Einhorn affirms gold on Trump uncertainty[more]

    Hedge funds' novel approach: investing for longer at lower returns From FNLondon.com: Hedge funds are known for making short-term bets, dipping quickly in and out of markets to take advantage of swings in prices. But, under pressure to innovate, some big-name managers are looking at ways