Mirabaud Asset Management has launched The Mirabaud - Dynamic Allocation fund offering flexible management on all traditional asset classes.
The fund aims to achieve long-term capital growth through an opportunistic investment approach with moderate correlation to traditional financial markets. It also seeks to protect against market losses through its reactivity and flexibility in tactical choices.
“An appropriate dynamic and flexible allocation enables opportunistic investments in the most attractive asset classes and quick decisions when unanticipated events occur,” says Pierre Pinel (pictured), chief investment officer for asset allocation products and balanced mandates at Mirabaud Asset Management and manager of the Mirabaud - Dynamic Allocation fund. “Today, things are more complex. Markets tend to move fast in shorter cycles and often finish at the same level they started at but with highly volatile periods in between. A passive approach will ultimately result in disappointing returns. The goal of any dynamic multi-asset portfolio today is to capture these intermediate trends in order to compound returns.”
The management process behind the fund is based on indicators of financial trends, macroeconomic indicators and price indicators. Dynamic asset allocation gives the flexibility to steer away from the reference index and thus offer lower correlation to traditional financial markets.
The investment objective is to replicate a composite index of one-third Euro Stoxx 50 Net Return EUR and two-thirds EuroMTS Investment Grade Eurozone Government Bond 3-5Y. Other indicators may apply to suit requirements in the event of a specific mandate with the same strategy.