Our funds offeringShânti Flex is a diversified flexible fund with an emerging markets bias, which invests in stocks, bonds and currencies on all markets. The assets are also very liquid and the fund's volatility is low.
The manager’s objective is to reduce risk by diversifying assets and management methods. The performance target is to beat the money market rate + 3% per year over the recommended investment horizon of 3 years.
Experience and expertise in asset allocation is the essential value added in this fund.
Shânti IndiAsean invests mainly in equities and a minority stake in convertible bonds of Indian companies.
The management objective is to benefit through this combination of assets, from potential growth of this economy, absorbing the drawdown in case of negative scenarios.
The Mumbai research office does a detailed analysis of companies and assist in macroeconomic research.
In addition to the dynamism of India, the specific interest of Shânti India is:
- The quality of stock selection, particularly for medium-sized companies.
- The contribution of convertible bonds as a cushion.
- ASEAN and the 3 countries in the neihbourhood of the Indian sub-continent : Sri-Lanka, Bangladesh and Pakistan.
Shânti GEM Bonds tend to optimize performance of an emerging bonds investment. The local Forex component, the most volatile, is very selective to decrease the portfolio risk. The fund rarity is to perform in all parts of emerging debt and forex.
LO Selection - Shânti Convertible Asia was created on August 27th, 2010.
It is a compartment of the Lombard Odier Luxembourg SICAV, LO Selection.
The fund invests primarily in convertible equity bonds denominated in "major" currencies (dollars mainly) issued by companies from the Asia-Pacific region, excluding Japan.
Its goal is to offer participation in rising markets of the zone, while providing the inherent resistance of convertible bonds.
Shânti Convertible Asia aims to capitalize on the economic potential of Asia and on the experience of Shânti in convertible bonds.