Where it invests:
At least 65% of its assets are invested in global corporate bonds. The fund’s assets are invested primarily in short- and medium-long term corporate bonds/debentures, and to a lesser extent in money market instruments and products. The fund may also invest a small proportion of its net assets, up to 10%, in listed equities in compliance with the current regulatory framework. The fund may also hold cash assets.
Who is it for:
Investors with a medium-term investment horizon looking for high income through bond returns, primarily from global bonds.
What is the investment goal:
To achieve the highest possible returns both in the form of income and in capital gains by investing primarily in global bonds.
Which factors affect returns:
- Market risk
- Interest rate risk
- Credit risk
- Exchange rate risk affecting the euro against other European currencies
