Initially launched in 2016, the Anti-Benchmark Multi-Asset range uses a 100% bottom-up approach. The strategy involves investing without macroeconomic views and without forecasting asset price movements.
It seeks to avoid risk concentrations, reduces volatility all while improving returns and providing “steadier capital growth than traditional market-cap driven approaches”.
Christophe Roehri, deputy chief executive of Tobam, said: “In an environment where markets have arguably become increasingly difficult to forecast – looking back at recent events such as Brexit, the US presidential elections or last year’s financial market downturn – Tobam offers for the first time a proven and robust multi-asset solution that does not rely on the ability to implement the right scenario.
“Based on Tobam’s patented ‘Maximum Diversification’ approach, adopted by some of the world’s most sophisticated institutional investors, the unique anti-benchmark multi-asset strategy answers investors’ needs for simple, rigorous and reliable investment solutions to navigate through the markets going forward”.
The range will be available in Luxembourg, France, UK, Germany, Italy, Spain, Netherlands and Belgium.
Tobam said the fee structure depends on the share class.