Fisch Bond Global Corporates AD Cap $ Hdg

The subfund is managed actively and invests most of its assets worldwide in investment grade corporate bonds. The investment objective of the Sub-fund is capital growth of the investments. The subfund pursues an dynamic strategy. Compared with a defensive strategy, an dynamic strategy accepts a higher risk and aims for a higher return accordingly. The subfund invests at least 2/3 of its assets globally in securities issued by private and mixed public-private issuers. At least 2/3 of its assets are invested in securities rated investment grade. Up to 10% of its assets may be invested in instruments that are not traded on a regulated market. The subfund may use derivatives for efficient portfolio management and for hedging purposes. The portfolio manager may, at their discretion, make investments for the subfund within the predetermined investment guidelines. The subfund uses the benchmark 65% Bloomberg Global Aggregate Corporate, 25% J.P. Morgan CEMBI Broad Diversified Composite, 10% ICE BofA Developed Markets High Yield USD for performance comparison. A portion of the subfund's investments will correspond to the components of the benchmark. However, the portfolio manager may, at its discretion, invest in securities which are not included in the relevant benchmark. The risk and reward profile of the subfund is comparable to that of the benchmark. Otherwise the standard investment guidelines according to UCITS V apply. This subfund promotes environmental and social characteristics within the meaning of Article 8 of the Disclosure Regulation (Regulation (EU) 2019/2088). Income is not distributed, but used for re-investment.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No