Fisch Bond Global IG Corporates LC Cap CHF

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. The subfund invests up to 10% of its assets in high-yield securities (non-investment grade) with a minimum rating of BB- at the time of investment. 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 Bloomberg Barclays Global Aggregate Corporate Index USD Hedged CHF 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