Picard Angst Global BRC Select AMC

The investment concept of PA Global BRC Select aims to achieve a continuously targeted annual average coupon of 4%-6% in CHF, regardless of market fluctuations. This is pursued through flexible investment in a variety of yield optimization products such as Barrier Reverse Convertibles (BRCs) and Reverse Convertibles (RCs).

Our investment philosophy focuses on selecting those BRC and RC products that offer the optimal balance of opportunities and risks under current market conditions. A particular emphasis is placed on the defensive nature of these products, considering only BRCs with low barriers and RCs with advantageous strike prices.

The strict selection of globally diversified underlying assets with a high quality standard, which have proven themselves during the financial crisis of 2007/08 and the Covid-19 pandemic in 2020, contributes to the robustness of PA Global BRC Select.

Thanks to the systematic maturity management of the underlying products, timing risks are smoothed out, and the associated risks compared to a linear investment in the underlying stocks are reduced.

• Broad diversification through a selection of tailored and customized BRCs & RCs with a defensive nature
• Focus on global quality companies with low leverage, high ROE, and stable earnings growth, among others
• Active selection of investment products with an attractive risk/return profile by Picard Angst
• Low correlation to traditional asset classes such as stocks or bonds
• Fulfillment of the role as a portfolio component and complement to bonds
• No effort required for maturities, early redemptions, and reinvestment of products
• Complete solution for complementing your portfolio, all from one source
• Application of the Picard Angst ESG filter as an additional source of information and part of risk management

• Continuous Return: The aim is to consistently achieve an annual average target coupon of 4-6% in CHF regardless of market conditions.

• High Protection Buffer: Low barriers for BRCs and low strikes for RCs provide a high risk buffer with a focus on capital preservation.

• No effort: No effort at final redemptions, early redemptions, and reinvestment of products. This way, investors can effortlessly remain fully invested at all times.