Pacific Coolabah Global Active Credit Class Z GBP Hedged Accumulation header image

Pacific Coolabah Global Active Credit Class Z GBP Hedged Accumulation

Fund

ISIN IE000MSMUST0 / Valor null

NAV (2024-12-04)
GBP 11.52+0.31%

Pacific Coolabah Global Active Credit Class Z GBP Hedged Accumulation
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General Objective

The fund aims to achieve a return in excess of global corporate bond markets by primarily investing in global investment grade corporate debt securities and government or sovereign bonds, using derivatives where appropriate.

Fund Exposure

The fund is actively managed and does not track any benchmark, investing in bonds, fixed income instruments, and other debt instruments, including government bonds, local authority bonds, municipal bonds, covered bonds, and bonds issued by government-sponsored enterprises and public international authorities. It may also invest in corporate bonds, contingent convertible bonds, hybrid securities, convertible bonds, preference shares, asset-backed securities, and mortgage-backed securities. The fund may use repurchase agreements, reverse-repurchase agreements, and securities lending transactions, and may invest in equity derivatives for hedging purposes.

Risks

Investors should be aware that the fund may use leverage of between 200% and 700% of NAV, and may invest in sub-investment grade bonds up to 15% of NAV. The fund's investment strategy involves active asset allocation between cash and debt securities, and it may invest in collective investment schemes, including ETFs. Additionally, the fund is suitable for investors who can afford to set aside capital for a medium to long-term investment of typically 5 years, as income from investments is not distributed but retained in the fund.

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Source

https://www.pacificam.co.uk/core-capabilities/global-active-credit/

Tags:
corporate bonds government bonds bloomberg global aggregate corporate index

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OTHER SHARE CLASSES OF THIS FUND

Pacific Coolabah Global Active Credit Class Z USD Accumulation
Pacific Coolabah Global Active Credit Class Z USD Accumulation Pacific Coolabah Global Active Credit Class Z USD Accumulation
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Annual Return

-50%0%+50%

Risk level

110
0.31%USD 11.06
Pacific Coolabah Global Active Credit Class Z EUR Hedged Accumulation
Pacific Coolabah Global Active Credit Class Z EUR Hedged Accumulation Pacific Coolabah Global Active Credit Class Z EUR Hedged Accumulation
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.30%EUR 10.88