DNCA Invest Alpha Bonds HA USD
ISIN LU1860994273 / Valor 46233899
DNCA Invest Alpha Bonds HA USD
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DNCA Invest Alpha Bonds aims to deliver, over a recommended holding period of more than three years, a return above the SIBCSORA index plus 1.20% while seeking to keep annual volatility below 5% in normal market conditions. In plain English, it is designed to add value from bond market opportunities without taking on excessive risk. The portfolio is managed actively and discretionarily, with the managers selecting positions across international bond markets rather than simply following an index, and integrating ESG criteria into the process. Based on the fund’s bond-focused profile, the portfolio primarily invests in bonds and related fixed-income instruments, with allocations adjusted through active management to balance return potential, duration, yield and credit quality. The process appears to rely on identifying relative-value opportunities in markets where the team sees attractive risk-adjusted prospects, while maintaining an emphasis on downside control and portfolio stability.
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