Plenum CAT Bond Dynamic Fund R EUR
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General Objective
The Plenum CAT Bond Dynamic Fund aims to achieve an attractive return over money market investments by investing in a globally diversified portfolio of CAT bonds. The fund aims to manage catastrophe risks more efficiently and dynamically with selectivity while ensuring quality by limiting capacity.
Fund Exposure
The fund is exposed to the perils of wind and earthquakes in developed regions such as south eastern US, Western Europe, and Japan. The investment focus is on CAT bonds, with a management approach that aims to minimize exposure to a single insurance event risk while achieving the target return profile for investors.
Risks
An investment in the fund is associated with various risks, such as valuation risk. The value of a share can fall below the purchase price, requiring an increased willingness and ability to take risks. Each fund has specific risks listed in the fund prospectus, and the following risk description is not exhaustive.
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Source
https://www.plenum.ch/
Tags:
bloomberg global aggregate indexcatastrophe bondsnatural disasters
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OTHER SHARE CLASSES OF THIS FUND
Plenum CAT Bond Dynamic Fund Class S EUR Acc
Plenum CAT Bond Dynamic Fund Class S EUR Acc
Plenum CAT Bond Dynamic Fund Class S EUR Acc
Valor: 11157143
Annual Return
-50%0%+50%
Risk level
110
0.12%EUR 127.53
Plenum CAT Bond Dynamic Fund I USD
Plenum CAT Bond Dynamic Fund I USD
Plenum CAT Bond Dynamic Fund I USD
Valor: 11157028
Annual Return
-50%0%+50%
Risk level
110
0.17%USD 129.04
Plenum CAT Bond Dynamic Fund I EUR
Plenum CAT Bond Dynamic Fund I EUR
Plenum CAT Bond Dynamic Fund I EUR
Valor: 11157028
Annual Return
-50%0%+50%
Risk level
110
0.11%EUR 122.20
Plenum CAT Bond Dynamic Fund P EUR
Plenum CAT Bond Dynamic Fund P EUR
Plenum CAT Bond Dynamic Fund P EUR
Valor: 11157137
Annual Return
-50%0%+50%
Risk level
110
0.13%EUR 122.21
Plenum CAT Bond Dynamic Fund Class S CHF Acc
Plenum CAT Bond Dynamic Fund Class S CHF Acc
Plenum CAT Bond Dynamic Fund Class S CHF Acc
Valor: 11157144
Annual Return
-50%0%+50%
Risk level
110
0.10%CHF 121.66
Plenum CAT Bond Dynamic Fund I2 GBP
Plenum CAT Bond Dynamic Fund I2 GBP
Plenum CAT Bond Dynamic Fund I2 GBP
Valor: 12333086
Annual Return
-50%0%+50%
Risk level
110
0.15%GBP 122.16
Plenum CAT Bond Dynamic Fund I2 EUR
Plenum CAT Bond Dynamic Fund I2 EUR
Plenum CAT Bond Dynamic Fund I2 EUR
Valor: 12333086
Annual Return
-50%0%+50%
Risk level
110
0.12%EUR 127.27
Plenum CAT Bond Dynamic Fund I CHF
Plenum CAT Bond Dynamic Fund I CHF
Plenum CAT Bond Dynamic Fund I CHF
Valor: 11157129
Annual Return
-50%0%+50%
Risk level
110
0.09%CHF 116.16
Plenum CAT Bond Dynamic Fund P USD
Plenum CAT Bond Dynamic Fund P USD
Plenum CAT Bond Dynamic Fund P USD
Valor: 11157129
Annual Return
-50%0%+50%
Risk level
110
0.16%USD 115.39
Plenum CAT Bond Dynamic Fund P CHF
Plenum CAT Bond Dynamic Fund P CHF
Plenum CAT Bond Dynamic Fund P CHF
Valor: 11157137