The fund aims to outperform the Bloomberg Euro Aggregate 1-3 year bond benchmark over an 18-month investment horizon, integrating environmental, social/societal, and governance (ESG) criteria into its discretionary management approach.
Fund Exposure
The fund is primarily exposed to short-term Eurozone bonds, with a focus on fixed-rate corporate bonds, government bonds, and equities. It has a diversified portfolio across various countries in the Eurozone, with a significant weight in Spain, France, and Italy.
Risks
The main risks associated with this fund include the risk of capital loss, interest-rate risk, credit risk, liquidity risk, and specific risks related to investing in convertible, exchangeable, and mandatory convertible bonds. Additionally, there are risks related to discretionary management, equity risk, counterparty risk, and sustainability risk.