This fund aims to deliver income with limited interest rate sensitivity by investing primarily in short-dated Euro-denominated investment grade fixed income securities, with currency exposure hedged back to US dollars. It allocates at least 70% of assets to short-dated Euro investment grade government and corporate bonds with average duration typically below three years, while systematically hedging EUR exposure to reduce FX volatility. The strategy combines fundamental credit research with quantitative analysis to identify attractive short-duration Euro investment grade opportunities, with active sector and credit positioning. Through hedged Euro short-duration bond investment emphasizing income with capital stability in USD terms, the fund provides defensive European bond exposure without direct currency volatility, appropriate for conservative USD-based investors seeking European credit with limited interest rate risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +1.42% | +1.42% |
| 3-Year Return | +14.26% | +4.54% |
| 5-Year Return | +13.35% | +2.54% |
| 10-Year Return | +23.25% | +2.11% |
| All Time Return | +42.60% | +2.15% |
Link copied
