Lyxor / Wells Capital Financial Credit

Overview

Fund Strategy Credit
Fund Geography Global
Investment Advisor ECM, a Wells Fargo Company
Portfolio Manager Satish Pulle
Fund Currency USD
Fund AUM $50.6m
Fund AUM (GBP) £38m
Fund AUM as of 13 December 2018
Fund Inception 15 September 2016
Fund Indices AH Credit UCITS Index

Fund Objective

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.

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