Picard Angst offers institutional investors individually structured products and multi-asset class solutions, investment funds in its areas of expertise, commodities and equities, and in its focus areas, India and real estate. Our solutions are based on our systematic financial engineering, which achieves comparative advantages through its quantitative, rules-based approach and disciplined investment process.
We are one of the leading commodities specialists in Switzerland. Many large commodity benchmarks come with inherent disadvantages for long-term investors, so in 2006, we developed our own investment approaches based on analyses of the structural characteristics of commodities markets to offer investors long-term outperformance with moderate volatility. We now manage investments of over one billion US dollars in these strategies.
Picard Angst All Commodity Tracker Plus
A broadly diversified, systematic investment strategy for commodities pursued in a Swiss fund characterised by its transparent design. With its strong return and risk profile, it is an appealing alternative to conventional commodity benchmarks.
- Picard Angst All Commodity Tracker Plus – Institutional USD (ISIN CH0049136804)
- Picard Angst All Commodity Tracker Plus – Institutional CHF hedged (ISIN CH0049136846)
Picard Angst Energy & Metals
A broadly diversified, systematic investment strategy for commodities. A focus on energy and metals to the exclusion of agricultural commodities give it a highly cyclical profile. With its transparent design and its strong return and risk profile, this fund is an appealing alternative to conventional commodity benchmarks.
- Energy & Metals – Institutional USD (ISIN CH0190273497)
- Energy & Metals – Institutional CHF hedged (ISIN CH0190273513)
Picard Angst IFR Commodity or Cash Fund
This investment strategy is based on systematic signals from the IFR commodity or cash indicator. Flexible, indirect commodities investments and/or financial investments are undertaken on the basis of anticipated market development. When paired with the implementation of backwardation in commodities investment phases, the strategy leads to clear outperformance compared to the commodities market.
Dr. David-Michael Lincke
Head of Portfolio Management
With factor strategies that have been tested over many years, we enable investors to participate in sources of returns that cannot be tapped into using purely passive approaches. Our systematic approach takes into account a large number of quantitative factors that efficiently analyse fundamental data, price data and analyst estimates and incorporate these in the construction of our portfolio. Our fund strategies have a solid theoretical foundation and undergo comprehensive checks and disciplined implementation.
Food Revolution Fund
The Food Revolution by Picard Angst is a global equities fund that aims to benefit from the structural changes undergone by the food industry. To this end, we invest in 40 to 60 listed stocks along the value chains of six segments experiencing strong growth on a structural level.
Picard Angst Systematic Equity Switzerland
The fund invests in Swiss equities whilst following a systematic, risk-controlled investment approach. In doing so, it achieves additional factor premiums whilst maintaining a risk profile comparable to passive investment strategies.
- Systematic Equity Switzerland – Institutional CHF (ISIN CH0261185562)
- Systematic Equity Switzerland – Retail CHF (ISIN CH0214522960)
Picard Angst Stabilized European Dividend Income
The Picard Angst Stabilized European Dividend Income Fund is an equity fund investing in European companies that pay high dividends. It is suitable for investors looking for long-term, low-risk gains on the basis of a defensive investment strategy.
- Stabilized European Dividend Income – Institutional EUR (ISIN LU2056740801)
- Stabilized European Dividend Income – Retail EUR (ISIN LU2056740710)
Padma India Fund
The Padma India Fund from Picard Angst concentrates on investments in small-cap and mid-cap companies that operate in rapidly growing industries. It enables investors to profit from rapid structural change occurring in the Indian economy.
Strategic Allocation Fund
The Strategic Allocation Fund invests in a selection of allocation funds from the world’s most successful investment managers. The combination of asymmetric returns profiles and data-driven dynamic modelling enable robust performance to be attained in the long term.
Portfolio Manager ‘The Food Revolution’ – Head of Fund Solutions
Head of Client Advisory Switzerland
Over the years, our work with our customers and partners has led us to develop our skills in the financing of real estate. One of our main areas of focus is projects in the early stages of development in Switzerland and India. Getting involved at the right time enables above-average participation in the increase in value of top-class real estate. In addition, we offer Swiss pension funds the opportunity to finance first-class Swiss real estate through investment foundations of our partners.
India Real Estate Fund
The India Real Estate Fund from Picard Angst focuses on the financing of residential real estate in top-class locations within the Indian city of Mumbai. There is huge demand for properties of this nature. When selecting projects, the India Real Estate Fund is able to draw on the considerable market expertise of the Steiner Group. This real estate developer, total contractor and general contractor has already constructed more than 1,500 residential properties and 845 business properties in Switzerland and India. Since 2010, the Steiner Group has been part of the Hindustan Construction Company Ltd. (HCC), headquartered in Mumbai, India.
Swiss Development Commercial / Residential
Swiss Development Commercial and Swiss Development Residential are two investment groups that invest in attractive real estate development projects within Switzerland via the Steiner Investment Foundation. They were developed by the renowned Steiner Group, which has already executed hundreds of these projects with success. Thanks to this solution, Swiss pension funds can invest in the successful development of valuable Swiss real estate in a tax-efficient manner.
Sustainable Real Estate Switzerland Fund
The Sustainable Real Estate Switzerland Fund invests in sustainable property within Switzerland. The fund is not traded on the stock market, and is not subject to price fluctuations as a result. Its investment focus lies on residential properties that meet strict ecological, social and economic criteria in terms of sustainability, enabling them to generate attractive returns in the long term. The fund offers appealing performance and a favourable cost profile.
Swiss Residential Mortgages
Swiss Residential Mortgages of the avenirplus investment foundation finances first mortgages secured by rights of the lien, preferably on residential properties within Switzerland's Mittelland region. The focus is on fixed-rate mortgages for borrowers with first-class credit ratings. Swiss Residential mortgages offer a more attractive return potential than bonds at a comparably low risk.
Fund Manager – Head of Indian Investments
Senior Solution Advisor
Solution Advisor Real Estate
We develop over 900 structured products for our customers each year. Picard Angst offers a full service, from the idea through to launch. We review market readiness, design variations and tax aspects. We determine the ideal issuer during a multi-step process and negotiate the best possible conditions. You can leave the legal aspects to us too. We also provide you with all of the marketing tools you need for your brand. We handle price controls and price monitoring throughout the product life cycle.
Senior Client Advisor Switzerland (German) & Liechtenstein
Senior Client Advisor Germany
Head of Client Advisory Switzerland