DNCA Invest Alpha Bonds H-WA-DMF SGD
ISIN LU3038492032 / Valor 14604621
DNCA Invest Alpha Bonds H-WA-DMF SGD
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DNCA Invest Alpha Bonds seeks to deliver, over a recommended holding period of more than three years, a return that is higher than the STR index plus 1.80 percentage points, while aiming to keep annual volatility below 5% in normal market conditions. In plain English, the fund is trying to beat its benchmark by actively managing a bond portfolio without taking on excessive ups and downs. It uses discretionary management, so the portfolio manager can adjust exposures actively rather than simply following an index. Based on the fund’s description, the portfolio is centered on bonds and related fixed-income investments, with the manager seeking opportunities across international multi-strategy bond markets. The process also integrates ESG criteria, indicating that environmental, social and governance factors are considered alongside financial analysis when selecting securities and shaping the portfolio. Overall, the fund combines return-seeking active bond allocation with an explicit focus on risk control and sustainability considerations.
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