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OYSTER Multi-Asset Absolute Return EUR C EUR PR

Ranked 14 out of 20 in - Absolute Return EUR over 12 months
All calculations are in CHF unless stated

Managed by

Adrien Pichoud

Adrien Pichoud is a portfolio manager and chief economist at SYZ Asset Management based in Geneva. He joined the firm in 2010 and prior to this he was an economist with Global Equities SA. Adrien deals in Euro and US Dollar bonds, using flexible and relative-value strategies. He graduated from IAE and the University of Sussex with a degree in Economics & Finance and outside of fund management lists skiing among his interests.

Fabrizio Quirighetti

Fabrizio Quirighetti is CIO and Co-Head of Multi-Asset at SYZ Asset Management. He is responsible for the macroeconomic analysis and asset allocation strategy for SYZ Asset Management. He also manages Multi-Asset and Fixed Income portfolios with a proven track-record, among them Absolute Return strategies implemented since 2003. Fabrizio holds an MBA in econometrics and a degree in quantitative economics. He started his career with SYZ group in 2002 and worked as a consultant for Artprice between 1997 and 2001. He is a founding and board member of the Investment Strategists Association of Geneva (ISAG) and external member of the Tactical Allocation Committee for the Swiss Public Pension Fund.

Objective

The objective of this Sub-fund is to provide investors with an absolute return which is not correlated with the trend of the main stock market indices by means of a diversified portfolio of equities, bonds and other transferable securities officially listed on a securities exchange. The Sub-fund may also hold cash and money-market instruments. The weighting between these instruments will be determined by the submanager according to its personal assessment and the market trends.

Showing fund performance in Switzerland View performance globally

Performance

Absolute Return EUR over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -2.6% -2.0%
2017 12.3% 0.2% 3.0% 6.0% 2.6%
2016 0.0% 0.6% 0.5% 1.8% -2.8%
2015 -12.2% -11.0% -3.4% 2.4% -0.3%
2014 2.6% 0.6% 1.5% 0.3% 0.2%
2013 6.1% 2.0% 1.1% 0.8% 2.2%
2012 6.9% 2.2% -0.8% 3.6% 1.7%
2011 -4.4% 3.5% -5.6% -2.0% -0.2%
2010 -6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Singapore
  9. Spain
  10. Switzerland

Fund Info

  • Launch date15/09/2010
  • Share Class size39Mn
  • Base currencyEUR
  • ISIN LU0536156861

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment0.90%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).