Global Income is a multi asset and innovative allocation strategy aiming at generating stable income
The THEAM Quant – Global Income Fund aims at generating income and capital growth by being exposed to quantitative investment strategies across different asset classes and geographies and by using systematic options strategies to reduce risk. The Fund aims at generating an annual income of 4% (there is no guarantee that the performance objective will be achieved).
The THEAM Quant Global Income Fund benefits from the BNP Paribas quantitative expertise to enhance the income/risk profile of various asset classes and to analyse large set of financial data to optimize allocation daily.
A broadly diversified investment universe covering most geographies and asset classes, income assets are selected and enhanced to target the best portfolio yield for a given level of risk.
- Firstly, a systematic and dynamic allocation aiming at maximising the portfolio’s yield while having a limited risk (6% target volatility) and benefitting from a daily rebalancing to seek a diversified and consistent income.
- Moreover, a variable long allocation controlling leverage, risks and liquidity of each underlying.
- In addition, X-hedged for non EUR denominated underlyings.
Performance data and latest documents
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