Lyxor / Wells Capital Financial Credit
|Investment Advisor||ECM, a Wells Fargo Company|
|Portfolio Manager||Satish Pulle|
|Fund AUM (GBP)||£38m|
|Fund AUM as of||31 December 2018|
|Fund Inception||15 September 2016|
|Fund Indices||AH Credit UCITS Index|
The Lyxor/Wells Capital Financial Credit Fund (the «Fund») seeks to generate yield and capital appreciation through investing in primarily fixed income credit instruments of global financial sector companies. The Fund invests across the capital structure including senior, subordinated and contingent convertible bonds while hedging currency risk. The Fund aims to generate 5-8% per annum over the market cycle while limiting drawdowns during any systemic risk episode or broad market sell-off by employing a variety of risk reduction strategies.