AZ Athenaeum

Europe

Core Brands

Core Brands is an active long/short equity fund with an investment focus on European consumer defensive and cyclical brands with a long bias. The fund seeks to generate alpha through bottom-stock selection across various subsectors, advised by our quant team which manages the volatility of the fund through assessment of market trends and defines the net exposure for each subsector. Most of the consumer brands that we invest in are characterised by low leverage and high cash flow and barriers to entry, which makes it an attractive investment class. The fund operates under the Luxembourg (UCITS) regulatory framework.

pdf-iconFactsheet September 2018

European Dynamic

The European Dynamic fund is one of our flagship funds which focuses on European equity and bond markets with a medium-risk profile and a track record of more than 10 years. The fund seeks to generate alpha through bottom-up stock selection coupled with top-down macro overlay to manage its volatility, and tactical asset allocation. The fund operates under the Luxembourg (UCITS) regulatory framework.

pdf-iconFactsheet September 2018 (Institutional)*
pdf-iconFactsheet September 2018

Hybrid Bonds

The fund taps on a new asset class that is growing fast: corporate hybrid bonds. It seeks to generate the best risk/return through active duration management and diversification. For those investors that needs higher yields, the fund provides a superior risk/return profile by extracting risk-premium from investments in subordinated investment-grade hybrid bonds rather than lowering the rating and investing in traditional high-yield bonds. The fund operates under the Luxembourg (UCITS) regulatory framework.

pdf-iconFactsheet September 2018

Italian Trend

One of our flagship funds with an excellent track record over more than 10 years. It focuses on Italian equities with a large cap and long bias. The fund adopts a trend-follower style which anticipates frequent trading in order to quickly adjust the portfolio allocation to different market phases and investor sentiments. Through our active fund management expertise, this fund has consistently delivered superior risk-adjusted returns for investors seeking to add a higher beta play into their portfolio. The fund operates under the Luxembourg (UCITS) regulatory framework.

pdf-iconFactsheet September 2018 (Institutional)*
pdf-iconFactsheet September 2018