DNCA Invest Alpha Bonds SI EUR
ISIN LU1728553857 / Valor null
DNCA Invest Alpha Bonds SI EUR
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DNCA Invest Alpha Bonds aims to deliver, over a recommended holding period of more than three years, a return higher than the SIBCSORA index plus 1.40% per year, while targeting lower annual volatility than 5% in normal market conditions. In plain English, the fund seeks to grow capital with a controlled level of risk by actively managing a bond portfolio rather than simply mirroring a benchmark. The strategy is based on discretionary management, meaning the manager selects and adjusts positions according to market opportunities, risk considerations and valuation, while also integrating environmental, social and governance criteria into the process. The portfolio is built around bonds and other fixed-income exposures, with a focus on balancing return potential against volatility. By using an active approach, the fund can increase or reduce exposures as market conditions change, aiming to capture attractive opportunities in the global bond market while keeping risk within its stated objective.
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