SG IS Fund - Short Term Bonds RE-D
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The Moorea Fund - Short Term Bonds aims to generate income and growth by primarily investing in Euro-denominated floating rate bonds from high-quality issuers such as corporations, governments, and public institutions. The portfolio maintains low interest rate sensitivity with an average duration below one year and includes up to 30% in higher-yield or unrated bonds and up to 20% in structured notes that offer variable bonuses. Additionally, the fund incorporates environmental, social, and governance (ESG) criteria to support sustainable development while managing currency risk through hedging.
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esgbloomberg euro aggregate corporatefloating rates
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OTHER SHARE CLASSES OF THIS FUND
SG IS Fund - Short Term Bonds IE
SG IS Fund - Short Term Bonds IE
SG IS Fund - Short Term Bonds IE
Valor: 25528802
Annual Return
-50%0%+50%
Risk level
110
0.03%EUR 277.68
SG IS Fund - Short Term Bonds ME-D
SG IS Fund - Short Term Bonds ME-D
SG IS Fund - Short Term Bonds ME-D
Valor: 38015227
Annual Return
-50%0%+50%
Risk level
110
0.03%EUR 252.30
SG IS Fund - Short Term Bonds MEC
SG IS Fund - Short Term Bonds MEC
SG IS Fund - Short Term Bonds MEC
Valor: 38015226
Annual Return
-50%0%+50%
Risk level
110
0.03%EUR 275.33
SG IS Fund - Short Term Bonds RE
SG IS Fund - Short Term Bonds RE
SG IS Fund - Short Term Bonds RE
Valor: 25528696