Abu Dhabi: Invest AD, Abu Dhabi-based asset manager, has partnered with the Swiss Bank Julius Baer to offer an innovative GCC fixed income investment note that responds to the fast changing investment requirements of regional institutional investors, such as insurance firms, pension funds and sophisticated family offices.
The new investment note, structured by Julius Baer, is actively managed by Invest AD Asset Management. The investment note targets 5.5 per cent annual total returns derived from a 4.5 per cent p.a. coupon paid out quarterly. The investment differs from currently available investment options as it offers enhanced returns as well as regular cash flows and is fully tradable, with Julius Baer acting as a market maker.
Investors in the region are increasingly looking to create more balanced portfolios, with higher allocations to low-risk bonds and Sukuk, whilst still receiving attractive returns.
The note provides leveraged exposure to an actively managed portfolio of selected dollar-denominated bonds and Sukuk in the high-investment grade category — rated A minus and above.
Innovative products
“With over three decades of experience in regional markets, Invest AD has a unique view of the changing investment landscape, and our strategy is to bring innovative products to the table that meet the exact requirements of institutional investors,” Faras Al Ramahi, Chief Executive Officer of Invest AD, said.
“Our product specialists in collaboration with Invest AD have designed the characteristics of this note to meet the needs of investors seeking to increase exposure to fixed income markets and require higher returns than currently available,” said Nico Tschui, Chief Representative Officer of Julius Baer in Abu Dhabi.
The note will be managed by Invest AD Asset Management, a subsidiary of Abu Dhabi government-owned Invest AD.
