Switzerland-based Fisch Asset Management is planning to launch a new multi-asset fund in early June.
Known as FISCH MultiAsset MantaPlus, the new fund will invest globally across a variety of asset classes with correlation behavior to different classes particularly during market stress.
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The new fund will folow a similar strategy as that of its existing pension fund and will target a yearly return of 4% above money market.
Additionally, the volatility of the Ucits-compliant fund will be capped at 5-6%. It has been registered for sale in Luxembourg, Austria, Germany and Switzerland.
The fund will focus on a mixed portfolio of convertible bonds, which will make 50% of the portfolio at the time of the launch. Corporate bonds, sovereign bonds as well as managed futures will also be included in the portfolio mix.
Patrick Gügi , CEO of Fisch Asset Management, said: Stocks will be waived and will be used as tactical instrument solely, since the convertible bonds will generate sufficient equity exposure. Meanwhile, the group said it would not invest in commodities or foreign currencies, as they are viewed as not offering satisfying returns."
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