Banque Hottinguer announces the launch of the Hottinguer Active Global Allocation fund, a Luxembourg SICAV, relying on a renowned strategic partner in asset allocation, the management company Richard Bernstein Advisors (RBA).
Here are the main characteristics of the fund:
- international wealth management, multi-asset classes (SRI 3) and Pactive®, making it possible to reduce idiosyncratic risk thanks to a selection of ETFs and portfolio transparency,
- legal form: Luxembourg SICAV, UCITS funds,
- investment universe and constraints: stocks – Min. 25% of net assets, Max. 75% of net assets; bonds – Min. 20% of net assets, Max. 70% of net assets; monetary & term deposits, max. 70% of net assets; raw materials (ETC securities listed on stock exchange), max. 30% of net assets,
- benchmark index: 50% of the MSCI ACWI Net Return index in EUR, 45% of the Bloomberg Euro Aggregate Bond Index and 5% of the ESTER index,
- management fees: part B: LU2790216068; part A: LU2790215920,
- outperformance fees: none,
- liquidity: daily,
- devise : euro.
With a track record of nearly 15 years and having largely demonstrated its effectiveness over time, the RBA Global Risk-Balanced Moderate strategy which will be implemented within the Hottinguer Global Active Allocation fund offers a balanced long-term allocation with exposure to shares by 50% when the distribution by asset class is said to be “neutral”. The fund is, however, likely to vary its equity allocation between 25% and 75% depending on the convictions of the investment team.
Laurent Deydier, Deputy Managing Director, comments: “This partnership sealed with iM Global Partner and RBA allows us to offer our clients unique access to international management with an American center of gravity. This solution based on a Pactive® investment approach (active management of passive investment vehicles, ETFs) is based on a combination of macroeconomic and profit cycle analysis which has demonstrated its strengths and performance across cycles. .
Founded in 2009 and based in New York, RBA develops a range of multi-asset strategies ranging from purely bond investing to 100% equity strategies. It stands out for its “Top-down” approach and its investment team combines long-term, secular and non-market investment themes, where capital is scarce.
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