MANAGERS OF YOUR FUTURE

Efficiency in Global Financial Markets

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Swan Short-Term High Yield

Swan Short-Term High Yield is the UCITS version of our Fixed Income Intermediate risk profile. Depending on market conditions, the strategy combines an highly diversified buy and hold portfolio of liquid short-term fixed income securities with an opportunistic allocation to longer dated securities in Global HY markets. Target Return is 3 months LIBOR + 250 bps.

It combines a buy and hold global portfolio of short dated debt instruments (6-18 months - Yield Type Portfolio), primarily sub-investment grade, with an absolute return global credit portfolio ( > 18 months - the Active Portfolio), that invests mainly in HY/EM corporate Securities.

Company

Mission & Vision

Swan Asset Management SA is a regulated Swiss Asset Management company, founded in 2008 and headquartered in Lugano Paradiso, Switzerland. Swan is regulated by the Swiss Financial Market Supervisory Authority FINMA and authorized under the CISA (Collective Investment Schemes Act) since September 2009.

To create value by combining positive returns and low volatility in a systematic way. To efficiently allocate assets to different market conditions. We think reliability means trust, this is why our results are reliable. Our interests...

Company

Swan Asset Management SA is a regulated Swiss Asset Management company, founded in 2008 and headquartered in Lugano Paradiso, Switzerland. Swan is regulated by the Swiss Financial Market Supervisory Authority FINMA and authorized under the CISA (Collective Investment Schemes Act) since September 2009.

Mission & Vision

To create value by combining positive returns and low volatility in a systematic way. To efficiently allocate assets to different market conditions. We think reliability means trust, this is why our results are reliable. Our interests...

Skills

  1. Capital Preservation

  2. CISA licence

  3. Fixed Income Unified Approach

  4. Global Credit Markets: our specialty

  5. Equity: tradition and innovation

  6. De-correlated Returns and Low Volatility

Funds

Swan Short-Term High Yield

Swan Short-Term High Yield is the UCITS version of our Fixed Income Intermediate risk profile. Depending on market conditions, the strategy combines an highly diversified buy and hold portfolio of liquid short-term fixed income securities with...

Swan Long/Short Credit

Swan Long Short Credit SIF is the alternative version of our Fixed Income High Reward risk profile. Depending on market conditions, the strategy combines an highly diversified buy and hold portfolio of liquid short-term fixed income securities,...

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Risk disclosure

Investing in the Fund and its Sub-Funds involves risks, including in particular those associated to market fluctuations and the risks inherent in any investment in financial assets. Investments may also be affected by changes to the rules and regulations governing exchange controls or taxation, including withholding tax, or by changes to economic and monetary policies. No guarantee can be given that the Fund’s and Sub-Funds’ objectives will be achieved and that investors will recover the amount of their initial investment.  Past performance is not an indicator for future results or performance. The Sub-Funds are exposed to various risks, depending on their respective investment policies. Investors should read the Prospectus carefully and consult their own professional adviser(s) as to the implications of subscribing for or otherwise dealing in the shares.

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