Prosperise Credit Value

Investment Objective

An actively managed UCITS IV compliant fund investing in investment grade EUR, GBP, and USD bonds. The fund offers a “credit value” approach to credit selection and interest rate exposure. The Prosperise Credit Value fund actively searches for the best relative value in investment-grade Euros, Sterling, and USD corporate bonds. It is a concentrated portfolio of 20-25 bonds holdings where the manager has a high conviction rationale for performance. The currency and interest rate exposure of the portfolio mix is actively managed. The fund will focus on identifying assets that are suitable for a medium- to long-term investment. The fund aims to generate mid- to high- single-digit net returns.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.1 0.6 0.5 0.7 0.6 0.4 0.8 0.1 0.6 0.9 0.7 0.2 0.9
2017 0.5 0.4 0.1 0.5 0.6 0.6 0.6 0.8 0.6 0.2 0.2 0.4 0.1

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.