CT (Lux) - Global Investment Grade Credit Opportunities IU USD header image

CT (Lux) - Global Investment Grade Credit Opportunities IU USD

Fund

ISIN LU1978679733 / Valor 47431188

NAV (2024-12-23)
USD 9.69-0.07%

CT (Lux) - Global Investment Grade Credit Opportunities IU USD
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General Objective

The fund aims to make a positive return over the medium term, regardless of changing market conditions. Positive returns are not guaranteed, and the fund does not offer capital protection. It actively manages at least two-thirds of its assets in long and short positions in investment grade bonds issued by companies and governments worldwide.

Fund Exposure

The fund primarily invests in global investment grade markets, with the flexibility to invest in developed market asset-backed and emerging market corporate credit, as well as developed market high yield (up to 10%). Investments typically focus on the subordinated debt of investment grade issuers. The fund has the ability to generate returns from both rising and falling markets by going short as well as long credit market risk and individual issuer exposure.

Risks

Risks associated with the fund include the potential for the value of investments to fall, exposure to multiple currencies affecting investment value, lack of guaranteed positive returns or capital protection, financial difficulties at counterparties impacting fund assets, difficulty in selling certain assets, impact of interest rate changes on fund value, potential difficulty in objectively valuing assets, leverage risks, and limited capital growth potential in bond and cash funds. The fund may also exhibit significant price volatility.

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Source

https://www.columbiathreadneedle.lu/en/intm/fund-details/ct-lux-global-investment-grade-credit-opportunities-lgh-gbp_sxigco_lu1793337913/

Tags:
investment grade bonds €str long short

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CT (Lux) - Global Investment Grade Credit Opportunities ZUH USD
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CT (Lux) - Global Investment Grade Credit Opportunities YGH GBP
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CT (Lux) - Global Investment Grade Credit Opportunities ANH NOK
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