You are here:

Launch of the Finreon Premium Stable Income Fund

28.08.2019

Launch of the Finreon Premium Stable Income Fund

On 19 August 2019, Finreon successfully launched the Finreon Premium Stable Income Fund with initial investments of more than CHF 120 million. The Finreon Stable Income Fund marks the first product in Finreon’s new product range for high net worth individuals, family offices and foundations. The new White Fleet III – Finreon Premium Stable Income Fund enables private investors to invest like leading institutional investors.
 
The Finreon solution is based on Finreon’s profound and longstanding experience with institutional investors and relies on established investment approaches for stock selection, portfolio optimization and risk management.
 
 
 
The White Fleet III – Finreon Premium Stable Income Fund enables investors to participate in the long-term growth of the economy through a robust and high-dividend portfolio while limiting capital fluctuations to a moderate level.
 

Finreon Premium Stable Income Strategy

 
Finreon Premium Stable Income offers recurring returns with moderate fluctuations in the invested capital. Based on strategies proven in practice and research, around 400 global high-dividend equities from developed markets with attractive performance characteristics are selected. This enables a payout of around 5% p.a., which is significantly above the average dividend yield in the market.
 
A defensive portfolio construction combined with systematic risk management (risk on/off) limit fluctuations in the invested capital to a moderate level. In crash phases, the equity risk (beta) can be completely hedged.
 
The solution offers the following advantages:
  • Foundations, family offices and wealthy private investors can invest like leading institutional investors do
  • Stable, recurring income (in the form of distributions or accumulating reinvestments)
  • A combination of stable returns and state-of-the-art risk management

White Fleet III - Finreon Premium Stable Income Fund

The implementation of the Finreon Premium Stable Income strategy takes place in an efficient UCITS structure. Investors can choose from various share classes, including distributing, accumulating and currency-hedged classes. Here is a non-exhaustive overview of the open share classes:
 
White Fleet III – Finreon Premium Stable Income Class-S (USD): LU2003575409
White Fleet III – Finreon Premium Stable Income Class-SH (CHF): LU2003578502
White Fleet III – Finreon Premium Stable Income Class-SH (EUR): LU2003577108
White fleet III – Finreon Premium Stable Income Class-STH (CHF): LU2003578684
White Fleet III – Finreon Premium Stable Income Class-AH (CHF): LU2003577447
White Fleet III – Finreon Premium Stable Income Class-CH (CHF): LU2003577793
White Fleet III – Finreon Premium Stable Income Class-D (USD): LU2003575664
White Fleet III – Finreon Premium Stable Income Class-DH (CHF): LU2003578767
White Fleet III – Finreon Premium Stable Income Class-DH (EUR): LU2003577363
 
More information about the White Fleet III – Finreon Premium Stable Income Fund can be found below
 
If you wish to receive more information or have any questions, please do not hesitate to contact us:
 
Mr. Wanja Eichl, Co-Head of Business Development, Finreon Ltd. (wanja.eichl@finreon.ch, +41 71 230 08 18)
 

Go back