New Capital Wealthy Nations Bond Fund USD Inst Inc
ISIN IE00B410WP56 / Valor 10578334
New Capital Wealthy Nations Bond Fund USD Inst Inc
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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
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