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OYSTER Multi-Asset Inflation Shield R USD

Ranked 46 out of 52 in - Flexible USD over 12 months
All calculations are in CHF unless stated

Managed by

Wanda Mottu

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

This Fund may invest in shares and other equity-related securities, fixed income securities, including all types of instruments such as bonds, convertible bonds and bonds with a coupon indexed to inflation, term deposits, money market instruments related to commodities. The Fund may also hold additionally cash. The weighting between these instruments will be determined by the Sub-Investment Manager based on his personal opinion and market trends. The Sub-fund may invest up to 10% of its assets in China A shares via the Shanghai-Hong Kong Stock Connect.

Showing fund performance in Switzerland View performance globally

Performance

Flexible USD over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 2.7% -1.2%
2017 4.2% 0.7% -2.6% 4.5% 1.7%
2016 5.0% -3.5% 4.4% 0.5% 3.7%
2015 -2.5% 0.3% -5.4% 1.6% 1.1%
2014 14.0% 1.1% 3.1% 5.0% 4.2%
2013 3.5% -3.5% -3.6%
2012 6.5% -1.0% 6.4% 2.5% -1.4%
2011 4.2% -1.7% -6.1% 9.9% 2.7%
2010 -6.0% 3.1% 4.5% -5.8% -7.5%
2009 1.6% 6.1% -3.0% -1.1% -0.2%
2008 -1.0% -9.9% 0.6% 10.4% -1.1%
2007 -0.7% 1.7% 0.0% -1.9% -0.4%
2006 -3.6% -0.8% -6.3% 5.4% -1.5%
2005 16.4% 4.0% 8.9% 0.4% 2.4%
2004 -7.4% 3.3% -3.3% 0.8% -8.1%
2003 -7.3% -1.2% 2.7% -2.7% -6.0%
2002 -8.5% 1.2% -7.5% 3.1% -5.3%
2001 10.4% 9.8% 4.5% -5.2% 1.5%
2000 9.1% 4.7% -0.1% 7.1% -2.6%
1999 17.3% 6.8% 4.8% -3.1% 8.2%
1998 1.3% 7.3% 0.7% -5.9% -0.4%
1997 18.3% 6.9% 4.5% 1.6% 4.2%
1996 8.8%

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. Spain
  9. Switzerland

Fund Info

  • Launch date09/09/1996
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN LU0069165115

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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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).