Pharus Sicav Conservative awarded at the Switzerland 2021 Refinitiv Lipper Fund Awards
Pharus Sicav Conservative has been awarded Best 5 Year and 10 Year Fund in the Absolute Return EUR Low category at the Switzerland 2021 Refinitiv Lipper Fund Awards.
The sub-fund is characterised by a prudent allocation of various investment asset classes with a selection of equities and derivatives, through a proprietary model and an equity exposure that can vary from 20% to 40%. Most of the rest of its portfolio is invested in government investment bonds, taking a prudent approach, both in terms of duration and of country risk, with the aim of stabilising the portfolio in times of risk-off.
Pharus Sicav Conservative’s defensive, conservative strategy has been amply demonstrated during the last year. Despite the COVID-19 pandemic and turmoil in the markets, the sub-fund has performed positively at 5.38%.
Stefano Reali, who manages the fund, says: "There is no doubt that the current asset management industry is crowded and has been badly hit by periods of crisis such as the one in 2020, and in light of this we are doubly proud of Pharus and the management team for competing and winning at the Switzerland 2021 Refinitiv Lipper Fund Awards on behalf of one of our flagship funds.
Receiving this award from such a reputable company as Refinitiv increases the prestige and reputation of the Pharus brand.
Pharus Sicav Conservative is an historic sub-fund. Launched in 2007, it is an ever-present in investors’ portfolios. The experience and skills of the management team, a well-established investment process and careful stock picking, together with judicious use of diversification and decorrelation, have yielded constantly positive returns as well as leading positions among the registered balanced funds. This award confirms the value of our product and of our company. It makes us proud of our day-to-day work as a team and encourages us to continue on our innovative pathway".
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