New Capital Wealthy Nations Bond Fund USD A Inc
ISIN IE00BJYJF445 / Valor 48343342
New Capital Wealthy Nations Bond Fund USD A Inc
UMushroom community rating:
General Objective
The fund aims to achieve long-term appreciation through a combination of capital growth and income by investing in a diversified range of debt securities issued by governments, institutions, and corporations in developed and developing markets.
Fund Exposure
The fund is exposed to a mix of asset classes, sectors, and geographies, with a focus on debt securities with investment-grade ratings. The sector breakdown includes allocations to financials, energy, utilities, and basic materials, while the regional allocation covers West Asia, East Asia, Europe, North America, South America, and Africa.
Risks
Investors should be aware that the value of their investments and income may fluctuate due to market and currency fluctuations. Additionally, there are risks associated with investing in debt securities, including credit risk and interest rate risk. It is important to note that past performance is not indicative of future results.
Source
https://www.newcapital.com/products/funds-and-performance/New-Capital-Wealthy-Nations-Bond-Fund.html
Ratings & reviews
OTHER SHARE CLASSES OF THIS FUND
