sentix AM and Universal Investment to launch Sentiment Value fund

sentix Asset Management and Universal Investment have expanded their existing collaboration with the launch of the new Risk Return A fund, an mutli-asset fund aimed at capitalising on insights from behavioural finance in order to maximise returns.

Using insights from behavioural finance, the fund aims to identify investor patterns in order to identify buy and sell opportunities using a contrarian approach to stock picking. In contrast to previous sentix AM Universal Investment funds, which focus on risk management and capital preservation, the Risk Return A fund places the emphasis on maximising returns.

As a multi-asset fund, it has a mandate to reduce its equity exposure to zero if needed, explains Patrick Hussy, managing director at Sentix Asset Management. “Our signalling tests confirm that it is not necessary to be permanently invested in stock markets in order to capitalise on earnings potential in the asset class” comments Hussy. “This offers us lower levels of volatility and reduces the risk of earlier returns being destroyed during a period of falling markets significantly” he adds.

The fund is euro denominated, with an initial minimum investment of €1m, it is predominantly aimed at large scale institutional investors, although a share class for retail investors is available too. Running costs amount to 1.15% for institutional and 1.9% for retail investors while performance-related renumeration can amount to up to 20% of profits.

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