Every multi asset portfolio we manage is designed with clients' goals in mind. Our multi-asset franchise offers a range of strategies to meet the needs of Swiss investors.
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our Multi Asset product offering
Investors in Switzerland are faced with challenging market conditions. Yields on government bonds and investment grade companies are low and while equity markets still offer attractive return potential, they are accompanied by high volatility and challenging valuations. So what are the options for your investors?
How to face financial represseion regime and transition to normality?
Risk - Yield map of main financial assets
Source: Pictet Asset Management, Bloomberg, data as at 30.09.2017
At Pictet Asset Management we believe successful asset allocation is the key to successful investing. By actively moving between asset classes, our experienced portfolio managers can take advantage of opportunities as they arise and help protect your investment from market fluctuations.
Three things to look for in a multi asset manager
Experience and know-how - understanding the relationship between different asset classes is the basis of successful multi asset investing. This experience is only developed by managing assets over multiple market cycles.
A flexible and diverse mandate – a manager must have the flexibility to move between asset classes as different assets perform better in different market conditions. This may be between asset classes like equities and bonds or between different sectors and regions.
Resources and dedication – to invest across this broad range of assets, the portfolio manager must have the support of a large pool of portfolio managers and analysts who focus on the different asset classes.
Why Pictet Asset Management
We have managed multi asset products since 1967
We have 27 investment professionals dedicated to multi asset investing with an average of 12 years of experience
A total of over 300 investment professionals across equity, fixed income, alternative investments
Our Swiss heritage means we understand the needs of our Swiss clients
Three complementary investment solutions
At Pictet Asset Management we offer three complementary multi-asset solutions with different risk return profiles specifically tailored to the needs of Swiss investors. Each of these strategies is well diversified across asset classes. This diversification, combined with our strict risk control process, is intended to reduce the chance of your client’s investment losing money, while allowing our managers plenty of flexibility to identify exciting investment opportunities.
Pictet CH-LPP 25
The fund invests in a portfolio of Swiss equities and bonds and is designed for investors looking for a diversified investment for the core of their portfolio. The objective is to generate a superior return to the Pictet 2000 LPP-25 benchmark, while controlling risk at all times. The investment managers tactically allocate between asset classes using investment funds managed by Pictet Asset Management. Pictet created the LPP indices and has been managing multi asset strategies for Swiss clients since 1967.
Pictet CH-LPP 40
The fund uses the same investment approach as Pictet-LPP 25 but is designed for investors with a slightly higher tolerance to risk. In this case the objective is to generate a superior return to the Pictet 2000 LPP-40 benchmark.
Pictet CH Target-LPP Multi Asset Flexible
This new fund has a more nimble approach and targets an absolute return of LIBOR +3% over 3 to 5 years. The fund offers a much broader diversification as in addition to bonds and equities, it can also invest in real estate and alternatives. This fund meets the needs of investors with a moderate risk appetite and it addresses very much the great challenge on low fixed income yields as well as the high valuation on equities.
Contact us to find out how these solutions can help your clients.
Market views of our specialists
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Important legal information
This marketing material is issued by Pictet Asset Management (Europe) S.A.. It is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of, or domiciled or located in, any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. The latest version of the fund‘s prospectus, Pre-Contractual Template (PCT) when applicable, Key Information Document (KID), annual and semi-annual reports must be read before investing. They are available free of charge in English on www.assetmanagement.pictet or in paper copy at Pictet Asset Management (Europe) S.A., 6B, rue du Fort Niedergruenewald, L-2226 Luxembourg, or at the office of the fund local agent, distributor or centralizing agent if any.
The KID is also available in the local language of each country where the compartment is registered. The prospectus, the PCT when applicable, and the annual and semi-annual reports may also be available in other languages, please refer to the website for other available languages. Only the latest version of these documents may be relied upon as the basis for investment decisions.
The summary of investor rights (in English and in the different languages of our website) is available here and at www.assetmanagement.pictet under the heading "Resources", at the bottom of the page.
The list of countries where the fund is registered can be obtained at all times from Pictet Asset Management (Europe) S.A., which may decide to terminate the arrangements made for the marketing of the fund or compartments of the fund in any given country.
The information and data presented in this document are not to be considered as an offer or solicitation to buy, sell or subscribe to any securities or financial instruments or services.
Information, opinions and estimates contained in this document reflect a judgment at the original date of publication and are subject to change without notice. The management company has not taken any steps to ensure that the securities referred to in this document are suitable for any particular investor and this document is not to be relied upon in substitution for the exercise of independent judgment. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Before making any investment decision, investors are recommended to ascertain if this investment is suitable for them in light of their financial knowledge and experience, investment goals and financial situation, or to obtain specific advice from an industry professional.
The value and income of any of the securities or financial instruments mentioned in this document may fall as well as rise and, as a consequence, investors may receive back less than originally invested.
The investment guidelines are internal guidelines which are subject to change at any time and without any notice within the limits of the fund's prospectus.
The mentioned financial instruments are provided for illustrative purposes only and shall not be considered as a direct offering, investment recommendation or investment advice. Reference to a specific security is not a recommendation to buy or sell that security. Effective allocations are subject to change and may have changed since the date of the marketing material.
Past performance is not a guarantee or a reliable indicator of future performance. Performance data does not include the commissions and fees charged at the time of subscribing for or redeeming shares.
Any index data referenced herein remains the property of the Data Vendor. Data Vendor Disclaimers are available on assetmanagement.pictet in the “Resources” section of the footer.
This document is a marketing communication issued by Pictet Asset Management and is not in scope for any MiFID II/MiFIR requirements specifically related to investment research. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any products or services offered or distributed by Pictet Asset Management.
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