Industry Updates

ShelteR Investment Management launches a landmark alternative UCITS fund of funds

Tuesday, April 12, 2016

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Opalesque Industry Update - ShelteR Invest Best Alternative UCITS Fund (BAU) is a Luxembourg UCITS fund. It provides investors with access to a smart portfolio of alternative UCITS fund strategies. The fund targets a gross annual return of 6% with volatility similar to bond markets. The fund manager believes the product is a true alternative to fixed income products where attractive returns are unlikely in today's low interest rate environment. The BAU fund returns are not as interest rate dependent, making this fund a real diversification vs traditional investments.

The fund management uses expertise of LuxHedge, the number one expert in the alternative UCITS market. LuxHedge has a vast database on the alternative UCITS funds industry and knows how to combine the best funds with the purpose to stabilise portfolios and produce consistent returns. The unique in-house database of more than 1,300 funds in combination with the in-depth expertise of LuxHedge makes this fund unique and promising.

Alexandre Millet, portfolio manager at ShelteR and initiator of the LuxHedge database is one of the managers of the BAU that will be available for both institutional and retail clients. “The stability approach is the DNA of ShelteR”, comments Alexandre. “In this regard, BAU will perfectly complete our existing product range”.

The fund portfolio will diversify over core equity related and core bond related absolute return. Strategies as CTA/Managed Futures, commodity or currency arbitrage can complement the base positions.

Benedict Peeters, board member at ShelteR IM, adds: “Investors nowadays are looking for yielding investments away from traditional markets, and that is exactly what we seek to deliver with this fund”.

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