Investment Objective
The fund captures investment opportunities on the developed credit markets through an active& opportunistic management based on a conservative approach. The strategy has had a historical volatility below 2% since inception.
The Fund aims to achieve an absolute performance higher than the capitalised EONIA for the units in EUR with an annual volatility objective of less than 5% over the recommended investment period of three years.
Reference Index
Outperform EONIA
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.2 | 0.7 | 0.7 | 0.5 | 0.4 | 0.5 | 0.3 | 0.2 | 0.1 | 0.8 | 0.2 | 0.3 | 0.2 | |
2022 | 0.4 | 0.2 | 0.3 | 0.8 | 0.9 | 0.7 | 0.2 | 0.8 | 0.4 | 0.3 | 0.6 | 0.1 | 0.9 |