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Disclaimer
The funds referred to in the Website have not been approved by the Swiss Financial Market Supervision Authority (Finma) pursuant to the Swiss Collective Investment Schemes Act of 23 June 2006 (CISA) and its implementing regulations. Therefore, these funds may only be distributed to qualified investors, such as defined in provision 10 § 3 of the CISA and in the Ordinance of 22 November 2006 on Collective Investment of Capital and may only be distributed in Switzerland or from Switzerland.
The information and the document relative to these funds do not constitute a public offer and can only be used by qualified investors as described above. They are strictly confidential and cannot be disseminated to any other person without Fundo’s prior consent.
Fundo S.A. cannot be held responsible for the non-accuracy, the non-completeness and the non-availability of the information and the document relative to the funds; it cannot be held responsible for the damages resulting from actions taken on the basis of these information and documents.
The funds described in the Website can be subject to sales restrictions in some countries. It is therefore up to each investor to check what are these restrictions and if they apply to them.
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PROJECT
Fundo VLPP Fund
For institutional clients used to managing scheme assets in the form of balanced management mandates or funds, Fundo has created the Fundo VLPP investment fund incorporated under Swiss law based on the same approach as pursued with VLPP management agreements. This collective investment scheme enables institutional clients to gain access to Fundo’s VLPP methodology, even for quite small-scale investments.
Methodology
The risk budget for the Fundo VLPP fund is defined by the Pictet LPP 25 index. If risks rise, the allocation is rebalanced and shifted towards the least volatile asset classes (bonds and cash). If risks fall, exposure to the riskiest asset classes, such as equities, will be increased so that the risk budget assigned to that particular portfolio can be efficiently used.
A portfolio enjoying greater stability
Active monitoring of the portfolio’s volatility helps to minimise losses – especially maximum losses – with shorter times taken to recoup those losses. By adhering to the prudential principle of risk control, this dynamic management approach provides a greater measure of stability for the assets being managed and better balance between the pension fund’s assets and liabilities. As a result, the need for any remedial measures (e.g. an employer being required to make significant un-budgeted one-off capital infusions, or beneficiaries having to agree to a reduction in benefits) can be avoided or at least significantly reduced.
The portfolio’s volatility is measured daily. As soon as the pre-set tolerance limit is reached, the portfolio rebalancing mechanism kicks in to increase or decrease the weighting accorded to risk assets.