Quaero Capital’s Real Assets fund has been made available in a UCITS wrapper following a three year ‘incubation’ period. The ‘Argos Real Assets Fund’ invests primarily in equities and REITs in developed markets across the world.
The fund, which provides exposure to four key sub-classes: Infrastructure, Real Estate, Forestry Assets and Agricultural Assets, was launched in 2012 and is run by veteran investor Marc Ebert, and is an actively managed, conservative, long-only, thematic equity fund.
Quaero Capital CEO Jean Keller says: “I’m delighted that after just over three years we can now offer our Real Asset fund within a UCITS structure, given the importance attached to such status by fund selectors.
“Real assets such as infrastructure, real estate and agricultural land are offering exposure to very regular cash flows directly attached to ownership of land through a diversified portfolio of liquid stocks. This provides investors some interesting hedge in period of economic hardship and inflation.”
Together with five other QUAERO mutual funds, the Real Asset Fund now falls under the firm’s SICAV umbrella, so enabling them to benefit from UCITS status, which in turn makes them more accessible to fund selectors around the world. The six funds (with launch dates) are: Argos Real Assets (2012); Argos Yield Opportunities (2013); Argos International Equities (2002); Argos Global Conservative Portfolio (2010); Argos Global Balanced Portfolio (2010); and Argos Global Dynamic Portfolio (2002).
All six funds are registered for public distribution in Switzerland, France, Luxembourg and the UK.
The focus on real assets by QUAERO is mirrored by its recently launched European Infrastructure Fund – a private fund focused on the PPP/PFI sector and private project financing. As with the Real Asset fund, QUAERO encouraged talented individuals to join the business with a view to developing their area of expertise within the QUAERO family.
