Algebris UCITS Funds plc - Algebris IG Financial Credit Fund R USD H Acc header image

Algebris UCITS Funds plc - Algebris IG Financial Credit Fund R USD H Acc

Fund

ISIN IE00BK1KHS51 / Valor null

NAV (2024-12-18)
USD 120.51-0.07%

Algebris UCITS Funds plc - Algebris IG Financial Credit Fund R USD H Acc
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General Objective

The Algebris IG Financial Credit Fund aims to generate an attractive level of income and modest capital appreciation in the medium term by investing predominantly in investment grade securities rated BBB- or above by a major rating agency.

Fund Exposure

The Fund is actively managed without reference to any benchmark and intends to invest in the financial sector globally, predominantly in fixed and variable, corporate and/or government investment grade securities. It may also invest in trust preferred securities, convertible securities, hybrid securities, preference shares, contingent convertible bonds, subordinated debt, exchange traded notes, and exchange traded funds.

Risks

Investing in the Fund may be suitable for investors with a medium to long term investment horizon. However, there is no guarantee of success, and the Fund may be exposed to risks such as market volatility, currency fluctuations, and the use of financial derivative instruments for hedging and efficient portfolio management purposes.

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Source

https://algebris.com/de/fund/algebris-ig-financial-credit-fund-2/

Tags:
investment grade financial sector

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