Announcement of the launch of “Active Asset Allocation Fund EU”
December 25, 2014
On December 25, 2014, Bayview Asset Management Co., Ltd., (BVAM) launched its Active Asset Allocation Fund EU, which mainly invests in EU bond futures, EU stock index futures, and currency futures, as the third fund of Active Asset Allocation Fund series, following Active Asset Allocation Fund (launched on December 12, 2013), which mainly invests in domestic bond futures and domestic stock index futures, and Active Asset Allocation Fund US (launched on July 25, 2014), which mainly invests in U.S. bond futures, U.S. stock index futures, and currency futures.
The fund deploys BVAM’s proprietary quantitative model (the RM (Relative Momentum) Model) in the same manner as for Active Asset Allocation Fund and Active Asset Allocation Fund US, and by flexibly adjusting allocation to the EU bond futures, EU stock index futures, and currency futures (Euro/yen) aims to deliver stable absolute returns on a yen basis.
The fund allocates assets to equity, bonds, etc., in a rational manner by maintaining an accurate grasp of the structural characteristics of financial markets. Once again, in the same manner as previously, in conjunction with a financial institution that is a seed investor, we both made the best use of our many years of practical investment experience to repeatedly improve the fund model and have finally achieved its application to the EU market following the U.S. market.
In addition, the already launched Active Asset Allocation Fund series has been performing well as previously expected. Under the circumstances, BVAM intends to continue developing the model of each of the series to achieve stable investment performance irrespective of the market situation.
Continuing on beyond this new fund launch, BVAM strives to provide investment products that meet its clients’ expectations.
For inquiries, please contact the Investment Management Planning Department at 813-5210-3341.