Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver attractive yield with limited interest rate sensitivity by investing in short-dated European high yield corporate bonds, with currency exposure hedged back to US dollars. It allocates the portfolio across short-dated European sub-investment grade corporate debt, with average duration typically below three years, while systematically hedging non-USD currency exposure. The strategy employs Pictet's specialist high yield credit research focused on identifying attractive short-duration European high yield opportunities. Through hedged European short-duration high yield investment, the fund provides defensive sub-investment grade exposure with reduced rate sensitivity in USD terms, appropriate for income investors seeking European high yield participation with limited duration risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +4.08% | +4.08% |
| 3-Year Return | +22.15% | +6.73% |
| 5-Year Return | +24.62% | +4.50% |
| 10-Year Return | +44.26% | +3.73% |
| All Time Return | +77.22% | +3.99% |
Link copied