Sun, Oct 23, 2016
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


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. M&A - U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga, Hedge fund Parvus shows hand, toppling William Hill merger deal[more]

    U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga From The fierce battle to buy Britain's biggest private equity group has come to an unexpected conclusion, with the original bidder walking away with the prize. SVG Capital has agreed

  2. Marc Lasry: Energy is still a phenomenal opportunity[more]

    From Distressed debt specialist Marc Lasry said energy debt is still a "phenomenal opportunity" because investors can get "massively overpaid" for the risk they take on. There are "huge opportunities" in the energy sector especially in restructurings, the Avenue Capital Group CEO said Tues

  3. Opalesque Exclusive: Ex-SAC manager re-emerges with market neutral hedge fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A manager re-emerged from the SAC battleground last year to launch his own hedge fund under the umbrella of New York-based investment firm Endicott Group.

  4. North America - Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation, Billionaire hedge fund titans Dinan, Lasry on election, markets and best investment ideas[more]

    Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation From Kyle Bass, founder of Hayman Capital Management, on Wednesday warned that the U.S. is headed toward so-called stagflation. Stagflation is typically described as persistently high inflation and hi

  5. Macro hedge funds up 3.3% in one week on Fed and Brexit pays off[more]

    Komfie Manalo, Opalesque Asia: Hedge funds were boosted by the strong performance of global macro funds, with the Lyxor Global Macro Index gaining 3.3% as of the week ending Oct. 11 (-1.7% YTD), Lyxor Asset Management reported. Their short on the p