Inaugural AMC launch

March 31, 2020

St. Gotthard Fund Management launches new actively managed certificate (AMC).

St. Gotthard Fund Management AG is pleased to announce the launch of its Swiss Enhanced Dividend Strategy AMC in USD.

The Actively Managed Certificate (AMC) focuses on generating periodic cash flows and stable returns over time with lower volatility compared to the broad stock market. The strategy aims to benefit from three different sources of return. The core portfolio is invested in liquid, high-quality Swiss equities that pay attractive dividends. To reduce the volatility of the strategy, a covered call strategy is implemented as an overlay to the portfolio, either by selling index calls or by shorting single stock calls directly. Depending on market sentiment, long index put positions are opportunistically used in order to protect the portfolio from major drawdowns. The strategy may furthermore use short puts to build up positions in the underlying stocks in order to benefit from specific market conditions. By fully hedging the currency risk, the strategy takes advantage of the current positive interest rate differential between USD and CHF, thus harnessing the third source of return.

The strategy is operated by a team of professionals with a long track record of managing money. The team managed the investment strategy already very successfully for more than 3 years. Past areas of expertise include Hedge Funds, Forex, fixed income and equities. The team is composed of alumni from Credit Suisse, Falcon Private Bank and Citigroup and has a combined experience in investment management of over four decades.

For further information on the strategy and how to subscribe, please contact:

Tel +41 41 544 91 20 /

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    St. Gotthard Wealth Ltd. (STGW) is licensed by the Swiss Financial Market Supervisory Authority FINMA as a Portfolio Manager and subject to ongoing supervision by the independent Swiss Supervisory Organization FINcontrol Swiss Ltd. STGW is a financial institution affiliated with FINcontrol Ltd. within the meaning of the Financial Institutions Act FINIG and is therefore subject to the ongoing supervision of FINcontrol Suisse Ltd. FINcontrol Suisse Ltd. is a supervisory organization within the meaning of the Financial Market Supervision Act. Our officially recognized ombudsman is Finanzombudsstelle Schweiz FINOS. UID/VAT: CHE-255.944.727 – LEI: 5067008Y90MI4N1PUU89 – GIIN: 7I025J.99999.SL.756 | © Copyright 2022 St. Gotthard Wealth. All rights reserved.

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