Energy transition –
a driver for commodity investments
The energy transition is gathering pace. The massive structural shift from fossil fuels to metals offers excellent opportunities for investors. For more than 20 years, we have helped institutional investors outperform established benchmarks through systematic commodity investing. Benefit from our expertise now, while the momentum is favourable.
360° Commodity Expertise
Why
commodities?
growth
protection
Why choose
Picard Angst?
Center
Why
customised?
Products
«Our commodity strategies have delivered solid outperformance against established benchmarks for almost 20 years.»
Dr. David-Michael Lincke, Head of Asset & Portfolio Management
The energy transition is gaining momentum
In 2024, global investment in clean energy will surpass fossil fuel investments by reaching twice their amount for the first time. However, to achieve climate targets, this investment must double again by 2030 compared to current levels.
Net zero turns the energy mix upside down
Decarbonization efforts to meet climate change targets are driving a dramatic shift in the global energy supply, moving away from fossil fuels and towards renewable electricity.
Commodities investment ideas
Our commodity strategies are among the preferred solutions of professional investors in Switzerland. Discover a few of our investment ideas.
Picard Angst All Commodity Tracker Plus
A broadly diversified and systematic commodities investment strategy in a Swiss fund vehicle with a transparent structure. Its favourable risk/return profile makes it an attractive alternative to the relevant commodity benchmarks.
Downloads
- Picard Angst All Commodity Tracker Plus – Institutional USD (ISIN CH0049136804)
- Picard Angst All Commodity Tracker Plus – Institutional CHF hedged (ISIN CH0049136846)
Further asset classes in the download centre or from your contact person. Official publications can be found at www.swissfunddata.ch.
Picard Angst Key Transition Metals AMC
The Picard Angst ESG+ Equity Key Transition Metals Note pursues a strategy that minimises investment and ESG risks compared to other products in the sector. It offers investors diversification through indirect exposure to metals prices, which are typically weakly correlated with the broader equity market. Over the past 5 years, this strategy has delivered significantly higher risk-adjusted returns than relevant benchmarks.
Picard Angst Hydrogen Revolution Basket AMC
The portfolio consists of approximately 20 companies involved in different segments of the hydrogen economy, providing broad diversification. Active management allows for flexible adjustments to market shifts and growth opportunities. This strategy plays a key role in reducing CO2 emissions and advancing renewable energy development.
Your contacts
Daniel Gerber
Head of Market Switzerland & Chief Sustainability Officer
+
Dr. David-Michael Lincke
Head of Asset & Portfolio Management
+
Agnes Rivas
Senior Client Advisor Sustainability
+
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