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Multi Strategy – Pendulum

Launched in 1999, Pendulum is a low volatility multi-strategy fund. With a 25year track-record, Pendulum has proven its ability to navigate different credit and interest rates cycles.

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StructureMulti-Managers Multi-PM (SICAV Part II)
Aperçu de l’investissement

Launched in 1999, Pendulum is a low volatility multi-strategy fund. With a 25year track-record, Pendulum has proven its ability to navigate different credit and interest rates cycles.

  • Low volatility multi-strategy fund
  • The Fund invests in a selection of proven hedge fund managers in the macro and relative value arbitrage space across equities, credit, commodities and FX
  • Investment objective: Low volatility returns through strategy diversification and limited drawdowns
  • Expected Annualized Return: 5% to 8%
  • Expected Annualized Volatility: below 3%
  • Emphasis on downside protection
  • Liquidité mensuelle
Pourquoi envisager ce fonds
Well-diversified and robust fund comprised of best-of-breed Hedge Fund managers
Defensive risk/return profile during market drawdowns, whilst generating a high Sharpe and Sortino ratio
Significant skew towards multi-manager platforms with a strong emphasis on risk control (“Darwinian” approach)
Access to niche strategies / markets with limited capacity (many invested managers are hard closed and/or have a high minimum investment)
Negative correlation to global equity markets as measured by its Beta vs. the MSCI World Index
Processus d’investissement et caractéristiques

Portfolio

  • The selected fund managers use non-directional, market neutral and arbitrage strategies. This includes equity, convertible, merger, fixed income, commodity and currency arbitrage. Some managers will use leverage.
  • As global macro imbalances are still significant and bank proprietary trading desks are closing we believe that arbitrage strategies can deliver interesting returns while keeping a relatively low levels of volatility
  • Concentrated around 15 managers

Alternative to fixed income

  • Low volatility profile
  • Emphasis on risk control limiting downside capture and generating high Sortino and Sharpe ratios
  • Tous-weather product with the ability to compound with consistency and low correlation to markets
  • Diversification across multiple sub-strategies globally via seasoned multi-manager structures
Équipe d’investissement
Caron BastianpillaiSenior Gérant de portefeuille
Gabriele CasatiSenior Gérant de portefeuille
Cédric Dingens, CAIAResponsable des solutions d’investissement and Institutional Clients, Member of the Comité exécutif
James MacphersonCountry Manager Royaume-Uni, Senior Gérant de portefeuille
Classes d’actions
Encours de la stratégie
Domicile du fondsLU
Encours du fondsCHF 123 062 524
Valeur liquidative136.41 CHF
Gérant du fondsCaron Bastianpillai
Date de lancement du fonds31 December 1998
Devise de référence du fondsUSD
Devise de la classe d’actionsCHF
Indicateur SRI1234567
AdministrateurApex Fonds Services SA
DépositaireUBS Europe SE, Luxembourg Branch
AuditeurPricewaterhouseCoopers S.C.
Pays de commercialisationBE, CH, DE, ES, FR, IT, LU, NL, SI
Dernière mise à jour 16.06.2026 Voir plus d’informations

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