Swiss & Global adds Julius Baer Smart Equity ETFs to its range

Zurich-based Swiss & Global Asset Management has added Julius Baer Smart Equity ETFs to its investment fund range.

The new products will be listed on the Deutsche Boerse in Frankfurt and they will be the first fully actively managed equity funds in the active ETF segment, the company said.

The four funds in the range are: JB Smart Equity ETF WorldEUR, JB Smart Equity ETF Emerging Markets / EUR, JB Smart Equity ETF Europe / EUR, JB Smart Equity ETF Asia / EUR and they will start trading on June 29.

The funds aim to outperform their benchmarks by combining two proprietary systematic strategies in one portfolio to exploit price trends and valuation anomalies: a systematic trend approach and a systematic value.

“Each Julius Baer Smart Equity ETF holds up to 200 positions. The funds are UCITS IV compliant, fully invested in equities and do not use derivatives like swaps, futures or options. Securities lending and borrowing is not allowed, therefore investors are not exposed to any issuer or counterparty risk,” the asset manager said in a statement.

“These new products capitalise on our proven twenty-year track record in systematic stock picking and combine this expertise with the advantages of exchange traded products. This enables us to offer the transparent and liquid products many investors seek, at the same time eliminating some of the obvious weaknesses of purely passive index replication. ETFs have witnessed significant growth and have become an important part of the fund industry in recent years, so we feel that this major product innovation closes a gap in the European fund offering,” said Stefan Angele, head of investment management at Swiss & Global Asset Management.

Stefan Fröhlich, lead fund manager of the Julius Baer Smart Equity ETFs at Swiss & Global, added the aim of the active strategy is to avoid and at the same time exploit the typical human errors in the investment process.

“These include temporary overreactions and the strong herd instinct of many investors. We select the stocks in a very systematic way based on strict rules that we have developed over a number of years. In addition, every position is also subject to a qualitative check by an experienced portfolio manager before implementation. For the first time we are now in a position to offer investors access to our investment expertise in the form of ETFs,” he said.

The range is available to retail and institutional clients in Germany, the UK, Austria, Liechtenstein and Luxembourg. Other countries are planned to follow, subject to approval by the respective supervisory authority.

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