Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
SICAV
Diversified Income Bond Fund
A globally diversified portfolio of bonds of all types from a wide range of issuers around the world, including emerging markets. The fund seeks to generate stable income. The fund is categorised as Article 8 under Sustainable Finance Disclosure Regulation (SFDR).
ISIN LU1244139074
31-Oct-2023
-
Kenneth Orchard,
Portfolio Manager,
Overview
Strategy
Fund Summary
We seek to add value primarily through sector allocation, currency selection, duration management, and security selection. Our approach is based on proprietary fundamental research and relative value analysis. There is a strong emphasis on risk management practices and portfolio diversification to manage the overall risk profile. The promotion of environmental and/or social characteristics is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments, as defined by the SFDR. Additionally, we apply a proprietary responsible screen (exclusion list). The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
Performance - Net of Fees
Past performance is not a reliable indicator of future performance.
31-Oct-2023
-
Kenneth Orchard,
Portfolio Manager,
31-Oct-2023
-
Kenneth Orchard,
Portfolio Manager,
31-Oct-2023
-
Kenneth Orchard,
Portfolio Manager,
31-Oct-2023
-
Kenneth Orchard,
Portfolio Manager,