Pictet-CHF Bonds-R

To increase the value of your investment, through income and investment growth. Reference Index Swiss Bond Index Foreign AAA-BBB (CHF), an index that does not take into account environmental, social and governance (ESG) factors. Used for risk monitoring, performance objective and performance measurement. Portfolio Assets The Fund invests at least two-thirds of its assets in a broad range of corporate and government bonds, including convertible bonds, that are either denominated in CHF or typically hedged to this currency (meaning investments have little or no exposure to currency risk). The Fund can invest across any sector and credit quality. The Fund may also invest in money market instruments. Derivatives and Structured Products The Fund may use derivatives to reduce various risks (hedging) and for efficient portfolio management, and may use structured products to gain exposure to portfolio assets. Fund Currency CHF Investment Process In actively managing the Fund, the Investment Manager uses a combination of market and issuer analysis to build a diversified portfolio of securities it believes offer the best risk-adjusted returns relative to the benchmark. The Fund's management approach uses strict risk controls. The Investment Manager considers ESG factors a core element of its strategy by adopting a tilted approach which seeks to increase the weight of securities with low sustainability risks and/or to decrease the weight of securities with high sustainability risks, subject to good governance practices. Activities that adversely affect society or the environment are also avoided. There may be engagement with companies to positively influence ESG practices. For further information, please refer to our exclusion framework in the Responsible Investment policy*, SFDR product category Article 8. The performance of the Fund is likely to be somewhat similar to that of the benchmark even though the Investment Manager has discretion to deviate from its securities and w

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No