DNCA Invest Alpha Bonds H-WLR-DMF USD
ISIN LU3038491901 / Valor null
DNCA Invest Alpha Bonds H-WLR-DMF USD
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DNCA Invest Alpha Bonds aims, over a recommended holding period of more than three years, to deliver a return above the SIBCSORA index plus 1.20 while seeking to keep annual volatility below 5% in normal market conditions. In plain English, the fund is trying to outperform a money-market-style benchmark with a bond portfolio that is managed to stay relatively stable through different market environments. It is run through active, discretionary management, meaning the managers use their own judgement to build the portfolio rather than simply following an index. The fund invests primarily in bonds and other fixed-income opportunities, and the managers appear to adjust the portfolio’s exposure and risk profile as conditions change, looking for the best balance between return potential and downside protection. Environmental, social and governance criteria are integrated into the investment process, so security selection is not based on financial factors alone.
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