Zurich and Hamburg, 12. March 2024. HanseMerkur Trust Swiss AG (HMTS) announces the launch of two new funds, bringing the total number of funds under management to five. The combined assets under management now amount to over CHF 240 million.
The new funds HMTS Equities Value ESG Small & Mid Caps and HMTS Swiss Dynamic Yield are focused on sustainability and stability and are characterized by the following features:
HMTS Equities Value ESG Small & Mid Caps fund: this German mutual fund in EUR focuses on value-oriented companies with a market capitalization of less than EUR 10 billion that meet strict ESG criteria (environment, social, governance). The fund pursues a dual objective: financial return and a positive impact on the environment and society. The selection of investment securities is based on clear ESG criteria.
HMTS Swiss Dynamic Yield Fund: This Swiss securities fund in CHF invests exclusively in Swiss Confederation bonds and Swiss mortgage bonds of various maturities as well as in derivatives. This targeted focus allows investors to benefit from the stability and creditworthiness of the Swiss financial and economic market. The fund aims to achieve long-term capital growth by investing in a broad range of high-quality bonds and mortgage bonds. In doing so, it relies on active risk management. The main objective of the fund is to achieve long-term growth through a diversified investment strategy. The fund is aimed in particular at institutional investors.
The two new funds complement the overall HMTS offering. This already includes the HMTS Equities Value ESG, which focuses on global sustainable equities, the HMTS Equities Artificial Intelligence, which offers active risk management through artificial intelligence, and the HMTS Schweiz Tresor fund, which focuses on real assets in Switzerland.
“The portfolio expansion demonstrates HMTS’ commitment to offering innovative investment solutions that not only pursue financial goals, but also make a positive contribution to sustainability and value preservation. We are proud that within the first nine months of receiving our license from the Swiss supervisory authority FINMA, we are able to manage large assets in five different mandates in various asset classes,” says Dominik Nordmann, Managing Director of HMTS.
Further information on the HMTS funds can be found at www.hmts.ch/fonds.
About HMTS
HanseMerkur Trust Swiss (HMTS) has been established as an independent subsidiary of the HanseMerkur Group in Zurich since June 2023. With an annual turnover of EUR 2.6 billion in 2022, the HanseMerkur Group from Hamburg is characterised by financial stability and sustainable growth. As an asset management subsidiary in Zurich, HMTS received FINMA authorisation as an asset manager in 2023. With a clear focus on artificial intelligence, sustainability and the Swiss business location, HMTS currently manages three funds and offers its clients professional processes, individual support and lean organisational structures as an innovative asset manager. Further information can be found at www.hmts.ch.