The Spotlight | Generali Investments

Equity-like returns with bond-like volatility investing in 75+ emerging economies | The Aperture New World Opportunities Fund – two years on

April 19, 2021 Generali Investments Season 1 Episode 15
The Spotlight | Generali Investments
Equity-like returns with bond-like volatility investing in 75+ emerging economies | The Aperture New World Opportunities Fund – two years on
Show Notes Chapter Markers


Please be aware that the content of this podcast is only for professional investors in Germany, Spain, France, Great Britain, Italy and Luxembourg.

It’s now two years since the launch of the Aperture New World Opportunities Fund.  The fund was designed to deliver equity-like returns with bond-like volatility.  Since inception, that’s exactly what it’s done.

Listen to this podcast with Peter Marber, Portfolio Manager, CIO of New World Opportunities Fund and Head of Emerging Markets @Aperture Investors and learn more about the fund he manages.

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DISCLAIMER

Marketing communication relating to Aperture Investors SICAV (the “Fund”) and its compartment New World Opportunities (the “Sub-Fund”). Only for professional investors DE, ES, FR, GB, IT,LU. It is not addressed to retail investors or to any US Person.

The Fund is an open-ended investment company with variable share capital (SICAV) under Luxembourg Law, qualifying as an undertaking for collective investment in transferable securities (UCITS). Generali Investments Luxembourg S.A., a public limited liability company (société anonyme) under Luxembourg Law, the Management Company. It is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). This communication is issued by the Management Company. 

Before making any investment decision you should read the KIID, Prospectus, annual and semi-annual reports. These are available in English free of charge from Generali Investments Luxembourg S.A., 4 Rue Jean Monnet, L-2180 Luxembourg, Grand Duchy of Luxembourg or at the following e-mail address:[email protected]

Spain: CNMV Number: 1797

United Kingdom: This communication is a financial promotion and has been approved for the purposes of Section 21 of the Financial Services and Markets Act 2000, by (insert UK entity name)  for professional Clients in the United Kingdom. The Sub-Fund is a Recognised scheme in the United Kingdom under the Financial Services and Markets Act 2000.

This publication may not be reproduced (in whole or in part), transmitted, modified, or used for any public or commercial purpose without the prior written permission of Aperture. Any opinions or forecasts provided, they are as of the dates indicated, subject to change without notice, may not be accurate and do not represent a recommendation or offer of any investment. Data contained herein should not be relied upon as the basis for any investment decision. Risk factors: Investing involves risk, including possible loss of capital. Interest rate risk, the Sub-fund may invest in securities rated below Investment Grade, which present greater risk of loss to principal and interest than higher-quality securities, Credit risk, Credit default swaps, Emerging markets. For further information on potential risks related to an investment in the Fund, please refer to the prospectus. The value of an investment and any income from it can go down as well as up and investors may not get back the original amount invested. The fact of such registration or approval, however, does not mean that any regulator has determined the suitability of the product(s) for all investors. Investors should carefully consider the terms of the investment and seek professional legal, financial or tax advice where necessary before taking any decision to invest in any fund(s). Past performance of the Fund is no guarantee for future performance. Any performance presented herein is for illustrative purposes only.

Your approach to emerging markets and bonds is far from traditional. What makes your approach attractive for investors and how is it managed? In other words, Aperture Investments SICAV - New World Opportunities Fund?
Building trades with asymmetric risk more to the upside
What are your main portfolio strategies?
Could you provide us some examples of a special situation?
How did this contribute to the fund's success in Q1 2021 and what’s your current portfolio positioning?
Where do emerging markets stand today, and looking ahead to the future?