DNCA Invest Alpha Bonds WI EUR
ISIN LU2126051072 / Valor 12173507
DNCA Invest Alpha Bonds WI EUR
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DNCA Invest Alpha Bonds seeks, over a recommended holding period of more than three years, to deliver a return net of fees above the SIBCSORA index by 1.20 while keeping annual volatility below 5% in normal market conditions. In plain English, it aims to add extra performance versus its reference while trying to limit day-to-day swings. The fund follows a discretionary, multi-strategy fixed-income approach and integrates environmental, social and governance (ESG) criteria into its investment decisions. Based on its objective and name, the portfolio is centered on bonds and other bond-market opportunities, with the manager selecting and combining positions flexibly rather than simply tracking an index. The process appears to focus on identifying attractive bond exposures, allocating capital across different fixed-income strategies, and managing risk with an explicit volatility target in mind, so the portfolio can seek returns while remaining comparatively controlled.
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