INVESTMENT OBJECTIVES & APPROACH
- The fund seeks to achieve a positive absolute return over the medium term by investing primarily in international bonds, issued by private or public entities, via directional positioning along with relative value strategies.
- The top-down philosophy, built upon a proprietary method, is supplemented by fundamental analysis and relative value review of issuers and countries
- An active and pragmatic approach without structural bias in allocation, towards countries or sectors
- Flexible net exposure to overall duration expected to range between -4 to +10,is guided by our market scenario, market opportunities and volatility
- Recommended investment period: 2 years
The fund invests primarily in government bonds and credit markets at the discretion of the portfolio managers.
Several factors are expected to influence the fund’s asset value, including but not limited to the following : macroeconomics, public policies and issuers’ specific factors.
Performances
For legal reasons, we can not post the performance of this share class
Documentations
Monthly report
Regulatory documents
esg documents
Marketing Documents
Characteristics
| Legal Type | - |
|---|---|
| Countries | CH, LU |
| Custodian | BNP Paribas, Luxembourg Branch |
| - | - |
| - | - |
| - | - |
| Recommended investment period | 2 years |
| Life Insurance Eligibility | No |
| PEA Eligibility | No |
Performance scenarios (PRIIPS)
2/7
2/7
2/7
2/7
2/7
3/7
2/7
3/7
3/7
2/7
2/7
2/7
2/7
2/7
2/7
3/7
2/7
3/7
2/7
3/7
2/7
Past performance is not a guarantee of future results and no assurance can be given that capital initially invested will be preserved
The above is provided for information purposes only and is not intended to be investment advice. Past performance is no guarantee of future results. The impact of management fees on performance has been included. Access to the products and services presented here may be subject to restrictions with respect to certain individuals or countries. The tax treatment could vary on the situation of each. For further information on the structure and fees, please read this document in conjunction with the prospectus and relevant KIIDs which are available on this site or free of charge upon request from the registered office of the management company.