- Pressemitteilung BoxID 539144
OYSTER - European Corporate Bonds ranked Number 1 in the Netherlands over 10 years
Top-performing corporate bond strategy
Managed by SYZ Asset Management (division, the OYSTER - European Corporate Bonds EUR fund has been advised since inception by Andrea Garbelotto, Head of Fixed Income at Banca ALBERTINI SYZ SpA, the Italian bank of the SYZ Group. OYSTER - European Corporate Bonds EUR is actively managed through a conviction portfolio mainly focused on European investment grade securities. The fund follows a "top-down" approach, with a fundamental macroeconomic scenario driving the allocation by quality (rating), sectors, countries and seniority. In the current environment the fund is offering an attractive extra yield by mainly being overweight in subordinated instruments and BBB names.
«These outstanding results are based on an active investment strategy with an opportunistic approach. The outperformance comes from actively combining macro-economic forecasts, bond selection and duration management in our investment decision process. » commented Andrea Garbelotto, the fund's advisor.
«Technical factors will remain the key drivers of credit markets' performance in 2015. Amid expectations of modest Eurozone growth in 2015, rising geopolitical tensions and deflationary risks, the ECB's monetary policy continues to be expansive, in contrast to an increasingly hawkish Fed, which looks set to enter a rate-hike cycle in mid-2015. The size of the programme is at levels that more than balances the expected net issue of government bonds over the next two years, and, in our view, will contribute significantly to the efforts being made to guarantee the sustainability of public debt in higher-risk countries. In this context, we are positive on the European credit markets in 2015 and we prefer BBB-rated bonds, financial, subordinated & hybrids, as well as long-term maturities (5-10Y) », added Andrea Garbelotto, the fund's advisor.
Expertise in a wide range of strategies
Already well known for its European equities franchise, SYZ Asset Management demonstrates with these awards its strong expertise outside the pure equity universe. Indeed, in the past, Absolute Return and Dynamic Allocation funds managed by SYZ Asset Management have received several awards in Europe.
« We are particularly proud of this award as it recognizes our philosophy of active and opportunistic management focused on performance » commented Xavier Guillon, CEO of OYSTER Funds.
About OYSTER Funds
OYSTER is SYZ's investment fund family, designed to address the specific needs of a professional client base. With a strong focus on performance, this Luxembourg SICAV comprises nearly 30 sub-funds and is currently registered and distributed in various European and Asian countries through a vast distribution network. In order to generate a first-rate performance for its informed and demanding client base, SYZ rigorously selects specialists to manage its OYSTER funds, through a combination of internal and external fund managers.
About SYZ Asset Management
All of the Group's institutional asset management business, covering both traditional and alternative strategies, is integrated in SYZ Asset Management, which provides investment solutions to institutional investors such as pension funds, insurance companies, corporations and investment funds. SYZ Asset Management meets clients expectations in terms of institutional management and customer service through proprietary resources in economic research, financial analysis, portfolio management and risk management.
Oyster SICAV is an open-ended multi-fund investment company established and regulated in Luxembourg. Copies of the SICAV's current Prospectus and Key Investor Information Document can be obtained from SYZ Asset Management (Luxembourg) SA. Instructions to purchase or redeem shares of any class available to UK Investors can also be placed with them. Past performance is not a guide to the future, and the value of investments can fall over time as well as rise. An investment in sub-funds of Oyster SICAV involves risks that are more fully described in the Prospectus. The content of this media release is provided solely for information purposes and constitutes neither a recommendation to buy or sell. Always consider taking independent investment advice from a person properly authorised and regulated prior to investing.
Banque SYZ SA
Founded in Geneva in 1996, the Swiss banking group SYZ focuses exclusively on high-end wealth management and institutional asset management. The Group manages CHF 29 billion (EUR 28 bn) of client assets with 440 employees. In addition to the Bank's headquarters in Geneva, the Group also has offices in Switzerland in Zurich, Lugano, Locarno and internationally in Milan, Madrid, London, Edinburgh, Brussels, Luxembourg, Paris, Nassau, Dubai and Hong Kong.
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