Five stars for the bond fund ESPERIA FUNDS SICAV: C-QUADRAT Euro Investments Plus I
“For our investors, capital preservation and medium term growth hold top priority. We strive to fulfill these goals and are delighted when a renowned rating agency recognizes our success,” says Matteo Pusineri, CIO and founding member of C-QUADRAT Asset Management (UK) LLP.
Managed by the C-QUADRAT team in London, the fund invests in global bond markets while placing a strong emphasis on liquidity and capital preservation. It specifically concentrates on investments that are expected to offer the best risk-return ratio for investors.
According to the fund management team in London, the fund’s outperformance of comparable products is primarily due to its accurate assessment of the interest rate trend. “In the summer, we dramatically lowered the portfolio’s interest sensitivity in response to the market environment. As a result, our investors subsequently benefitted from the rise in interest rates,” says Matteo Pusineri. Having invested in both energy producers and the mining sector, the fund was also in a position to exploit the commodity price rally.
With interest rates rising again since the US election, the fund managers expect more balanced bond markets in 2017. Although the prospect of lower tax rates in the US, potential deregulation and investment in infrastructure may make equity investments more attractive again, “we do not feel that any major tremors are imminent. Markets have already priced in a lot of the good news, but it may actually take years for a new US administration to actually implement any significant changes,” comments Pusineri.
C-QUADRAT is an international asset manager which seeks to realise continuous and sustainable growth for its investors. Its fund managers in Vienna and London use both quantitative and discretionary absolute and total return strategies to achieve this goal. Institutional and private investors have relied on C-QUADRAT’s expertise for many years now.
The company was established in 1991 in Vienna. It has been listed on the Frankfurt stock exchange since 2006 and on the Vienna stock exchange since May 2008. Today, with offices in Vienna, London, Frankfurt, Geneva and Yerevan C-QUADRAT operates in more than 20 countries in Europe and Asia.
The basis for the purchase of investment units is the presently valid prospectus, the annual report and, if older than eight months, the semi-annual report. Potential investors may obtain the current versions of the key investor document ("KID" or "KIID") and the published prospectus (including fund regulations) for the mentioned fund in English, Italian or German at www.duemmeinternational.com and from the paying agent in Austria (Raiffeisen Bank International AG, Am Stadtpark 9, 1030 Wien) as well as in Germany (BNP Paribas Securities Services S.C.A, Frankfurt am Main branch, Europa-Allee 12, 60327 Frankfurt) free-of-charge. Past performance figures do not constitute any reliable indicator of future performance. Every capital investment bears a risk. Prices may rise as well as fall. Issue and redemption fees have not been taken into account when calculating performance. Performance data have been calculated using the OeKB method. Calculation provided by Cyberfinancials Datenkommunikation GmbH
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