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Yves Choueifaty, president, TOBAM

Tobam launches the Anti-Benchmark World Equity Fund

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Investment manager Tobam has launched the Anti-Benchmark World Equity strategy, a new application of the Anti-Benchmark process, now available via a Ucits III commingled fund.

Since 2007, Tobam’s Anti-Benchmark Global Equity fund has offered investors exposure to global equities aggregating the regional Anti-Benchmark funds, thus maximising diversification within each geographical zone as represented in the MSCI World Index.

Today, by applying the Anti-Benchmark process directly to the entire global equity universe, the Anti-Benchmark World Equity strategy takes advantage of the full diversification potential for this asset class.

This pure approach leads to a maximised Diversification Ratio, Tobam’s original proprietary measure of diversification, resulting in a reduced volatility compared to cap-weighted indices.

Yves Choueifaty, president of Tobam, says: “This new application of the Anti-Benchmark process provides investors with the highest level of diversification achievable within the global equities universe. It offers a higher expected return compared to the index, combined with a volatility objective reduced by around 30 per cent.”

The Anti-Benchmark World strategy has already registered inflows of EUR150m: EUR50m within the mutual fund, and a mandate of EUR100m from a European pension fund.

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