Mirabaud - Global Short Duration NH EUR Inc
ISIN LU1708487563 / Valor 38856020
Mirabaud - Global Short Duration NH EUR Inc
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General Objective
The fund aims to achieve a positive total return with lower volatility by dynamically managing short-duration bonds across the investment grade and high yield universe, focusing on hard maturity bonds to limit default, extension risk, and volatility. Allocation decisions are informed by a top-down, macro view across different geographies and sectors.
Fund Exposure
The fund is primarily exposed to fixed income assets globally, with a portfolio breakdown that includes a significant allocation to investment-grade and high yield bonds. Geographically, the fund has exposure to North America, Developed Europe, Asia, Latin America, the Middle East, and Africa. Sector-wise, the fund is invested in Communication Services, Consumer Discretionary, Consumer Staples, Energy, Financials, Government, Health Care, Industrials, Information Technology, Materials, and Utilities.
Risks
The fund carries a moderate risk level, with a focus on quality and sustainability. Risks associated with the fund include credit risk, interest rate risk, market risk, and liquidity risk. Additionally, there may be risks related to ESG factors and the impact of sustainability considerations on the overall credit profile of the investments.
Source
https://www.mirabaud-am.com/en/funds/share-class/mirabaud-global-short-duration-a-dist-usd
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