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August 2017

Pictet-Multi Asset Global Opportunities reasons to invest

This global multi-asset fund aims to deliver attractive returns using a dynamic asset allocation approach with a focus on reducing volatility.

Dynamic and flexible

Our dynamic asset allocation approach enables us to adapt to the rapidly changing markets of today. During times of uncertainty and risk aversion we have the ability to increase our exposure to defensive assets, with the aim of controlling volatility and protecting the portfolio.

Reasons to invest in Pictet-Multi Asset Global Opportunities

  1. Access to a broad range of asset classes
    The fund can invest in a broad range of asset classes, geographical areas, sectors and investment styles. The investment universe includes the full range of Pictet Asset Management’s funds, including our thematic funds, non-directional total return funds and index funds.
  2. Control of volatility
    We maintain a strong focus on controlling the volatility. We believe that diversification, decorrelation and flexible asset allocation will reduce the volatility of the portfolio. We monitor the portfolio’s volatility daily and aim to keep ex-ante volatility around 5% on an annual basis (maximum volatility of the fund is 8% per annum).
  3. An investment team you can trust
    The fund is managed by a team of six investment professionals with an average of 16 years of experience.1

Why now?

Investors are faced with challenging market conditions. Yields on government bonds and credits are low. Equity markets still offer attractive return potential but are accompanied by a high volatility. In this market environment we believe it is crucial to have the ability to move quickly between asset classes and be able to take advantage of opportunities as they arise.

Who is it for?

This fund could be suitable for investors who are looking for steady, positive returns in various market conditions while controlling the volatility of their portfolio.

What are the risks?

  • Past performance is not a guide to future performance. The value and income of an investment can fall as well as rise and you may not get back the amount originally invested.
  • The fund may invest in emerging markets. Investments in emerging markets are higher risk and potentially more volatile than those in developed markets.
  • Investments in fixed income instruments are subject to default/credit risk of the issuers, interest rate risk as bond prices move inversely to changes in interest rates and liquidity risk when there is low liquidity in the secondary bond market.
  • The fund is likely to use leverage and invests in a broad range of asset classes. Some of these asset classes are subject to high price volatility.