1. The objective of the fund is to provide investors with a positive absolute return in excess of the ICE LIBOR GBP 3-month rate (London Interbank Offered rate) in Pounds Sterling over 12-month rolling periods. Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be met over any 12-month rolling period or at all.
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Keeping investing simple
We are all living increasingly complicated lives so at Pictet Asset Management we believe investments should be kept as simple as possible. That is why our multi asset fund is designed with a clear investment objective and uses simple building blocks that are easily understood.
What does the fund aim to do?
The fund aims to produce equity-like returns, which we define as cash plus 4% per annum, net of fees, over a 3-5 year period. We aim to deliver this return with less than 75% of the risk of global equities.1
We aim to grow your capital whenever possible. However, during times of uncertainty and risk aversion we have the ability to increase exposure to defensive assets, with the aim of controlling volatility and protecting the portfolio.
Easy to understand
We do not invest in complicated financial products. Instead, we invest in a portfolio of everyday asset classes or investment securities that investors understand. The portfolio is primarily comprised of equity, fixed income and property, with smaller allocations to alternative investments.
We don’t use leverage, short positions, or any other opaque investment instruments. Our portfolio is transparent and easily understood.
Nimble and flexible
Our philosophy is that successful investing means getting the big, asset allocations decisions right. We are not wedded to any particular asset class or benchmark and every investment decision we make is high conviction.
We have the flexibility to invest directly in underlying securities, in a fund managed by Pictet Asset Management or in a fund managed by a third-party manager.
Our investment team
The Multi Asset Team has built a long and successful record managing multi asset funds through multiple bull and bear markets.
Andrew Cole and Shaniel Ramjee have been working together since 2001 and have an average 24 years’ experience. Based in London, the team draws on Pictet Asset Management’s array of economists, strategists, equity and fixed income research analysts, risk management specialists and other investment managers.
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 Investor Information Document (KIID), 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., 15 avenue J.F. Kennedy, L-1855 Luxembourg, or at the office of the fund local agent, distributor or centralizing agent if any. The KIID 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. Pictet Asset Management (Europe) S.A. 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.
Pictet AM has not acquired any rights or license to reproduce the trademarks, logos or images set out in this document except that it holds the rights to use any entity of the Pictet group trademarks. For illustrative purposes only.