Infusive Asset Management’s UCITS Fund Becomes Available to UBS Private Wealth Management
02 June 2020 - 10:00PM
Business Wire
- Infusive’s UCITS Fund is now available to global clients at UBS
Private Wealth Management
- The UCITS Fund offers an investment strategy focused on sought
after companies that provide joy and happiness to consumers
Infusive Asset Management – investing in brands that people
know, love and buy into again and again - announced today that
their UCITS Fund has become available to UBS Wealth Management, the
largest private wealth manager in the world. The fund, which has
been approved for investment globally, is now available to UBS
private clients.
Andrea Ruggeri, Chief Executive Officer of Infusive said, “We
are thrilled at this tremendous opportunity, that our award winning
UCITS fund will now be accessible to UBS private bankers. UBS has a
worldwide reputation for excellence, and having them put their
faith in our fund is truly exciting and a step forward in our
efforts to share our unique investing approach with industry
professionals and private clients globally."
Infusive’s investment strategy is rooted in long-term
appreciation and consistent growth. Their portfolio, also
accessible through the firm’s ETF (NYSE: JOYY), consists of a
carefully vetted list of public companies that derive the majority
of their revenue from goods or services that are based on desires
and impulses that drive consumer decisions. By attaching consumer
driven values to market performance, Infusive is empowered to make
global decisions on where and when to invest.
In addition to their investment strategy, Infusive believes its
Risk Mitigation Program works to minimize short-term market
volatility to help Infusive beat market average and deliver
consistent return, even in times of unpredictable market
behavior.
About Infusive
Infusive Asset Management is a New York / London based
investment manager expert in human behavior. It focuses on global
brands that people are emotionally connected to and invested in.
Infusive™ harnesses it’s Consumer AlphaTM research and investment
framework to locate the most rewarding investments in the space.
The companies they research sell products that provide happiness to
consumers and tend to be characterized by stable revenue streams
reflecting consumers’ repeat purchase of their products. Infusive
Consumer Alpha investment strategy is accessible through its
Consumer AlphaTM Global Leaders Fund (UCITS) and the Infusive
Compounding Global Equities ETF (NYSE: JOYY).
Disclaimers
The Infusive Global Compounding Equities ETF ("JOYY ETF") is not
actively managed, and the Advisor generally does not attempt to
take defensive positions under any market conditions, including
declining markets. The JOYY ETF may be susceptible to an increased
risk of loss, including losses due to adverse events that affect
the JOYY ETF’s investments more than the market as a whole, to the
extent that the JOYY ETF’s investments are concentrated in the
securities of a particular issuer or issuers, country, group of
countries, region, market, industry, group of industries, sector or
asset class. There is no guarantee that the JOYY ETF will achieve a
high degree of correlation to the Underlying Index and therefore
achieve its investment objective. Market disruptions and regulatory
restrictions could have an adverse effect on the JOYY ETF’s ability
its exposure to the required levels in order to tracking the
Underlying Index. The JOYY ETF is new with limited operating
history. Exchange-Traded Funds (ETFs) trade like stocks, are
subject to investment risk, and will fluctuate in market value.
Unlike mutual funds, ETF shares are not individually redeemable
directly with the JOYY ETF, and are bought and sold on secondary
market at market price, which may be higher or lower than the ETF’s
net asset value (NAV). Transactions in shares of ETFs will result
in brokerage commissions, which will reduce returns. You cannot
invest directly in an Index.
The Infusive Global Compounding Equities ETF is distributed by
ALPS Distributors, Inc.
Investors should carefully consider the investment objective,
risks, charges, and expenses of the JOYY ETF before investing. To
obtain a prospectus containing this and other important
information, please visit https://www.infusive.com/holdings/ to
view or download a prospectus. Read the prospectus carefully before
investing.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20200602005145/en/
Company Contact Infusive Asset Management Andrea Ruggeri,
CEO
Media Contact HeraldPR Kevin Pryor, Account Executive
203-518-2348 kevin@heraldpr.com
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