Harcourt, the Swiss-based alternative business arm of Vontobel Asset Management has unveiled two Luxembourg-domiciled actively-managed Alternative Ucits funds to offer investors with more transparent, liquid and cost-efficient alternative strategies.
The two funds, the Vontobel Fund – Pure Momentum Strategy and the Vontobel Fund – Pure Dividend Strategy are a part of Harcourt’s new Research-Driven Strategies product line and aims to attract alternative risk premium products.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Both funds target to achieve a risk-adjusted return exceeding the 3-months LIBOR by 3 to 5%.
The Vontobel Fund Pure Momentum Strategy, which will be run by Jan Viebeg, aims to benefit from trends in the global financial markets and will invest primarily in various liquid asset classes such as equities and fixed income.
The Vontobel Fund Pure Dividend Strategy, which will be managed by Martin Tschunko, aims to systematically take part in the dividend stream of high-payout companies and will invest globally in firms with higher-than-expected average dividend yields with the focus to provide stable returns during times of low interest rates.
The funds carry management fees of 1.5% (retail share class) and 0.75% (institutional share classes) while the Pure Momentum carry a performance fee of 10%.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataJan Viebig, CEO of Harcourt and portfolio manager of the Vontobel Fund Pure Momentum Strategy, said: "The improved macroeconomic climate has created significant new opportunities for investors to benefit from market upswings. 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."
Harcourt Investment Consulting manages assets in excess of CHF 3.4 billion as of 30 June 2013.
