PWM Fund - Credit Allocation HA EUR Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
PWM Funds Credit Allocation focuses on a diverse range of debt securities issued by both corporations and governments worldwide, aiming to maximize returns throughout different phases of the credit cycle. The portfolio includes investment-grade and non-investment-grade bonds, as well as unrated debt, and can adapt its focus to specific countries, sectors, or currencies based on market conditions. Additionally, the fund holds small positions in equities, cash, and collective investment undertakings to complement its primary debt investments. This flexible approach allows PWM Funds Credit Allocation to navigate various market environments and seek optimal returns from a broad credit universe.
Content summarized by AI chatbot
Tags:
debt securitiescredit universe
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
PWM Fund - Credit Allocation D USD Acc
PWM Fund - Credit Allocation D USD Acc
PWM Fund - Credit Allocation D USD Acc
Valor: 53983748
Annual Return
-50%0%+50%
Risk level
110
0.25%USD 122.36
PWM Fund - Credit Allocation HD EUR Acc
PWM Fund - Credit Allocation HD EUR Acc
PWM Fund - Credit Allocation HD EUR Acc
Valor: 54011299
Annual Return
-50%0%+50%
Risk level
110
0.21%EUR 111.87
PWM Fund - Credit Allocation A USD Inc
PWM Fund - Credit Allocation A USD Inc
PWM Fund - Credit Allocation A USD Inc
Annual Return
-50%0%+50%
Risk level
110
0.24%USD 106.56
PWM Fund - Credit Allocation C USD Inc
PWM Fund - Credit Allocation C USD Inc
PWM Fund - Credit Allocation C USD Inc
Annual Return
-50%0%+50%
Risk level
110
0.24%USD 110.32
PWM Fund - Credit Allocation HC GBP Acc
PWM Fund - Credit Allocation HC GBP Acc
PWM Fund - Credit Allocation HC GBP Acc
Annual Return
-50%0%+50%
Risk level
110
0.23%GBP 112.29
PWM Fund - Credit Allocation D USD Inc
PWM Fund - Credit Allocation D USD Inc
PWM Fund - Credit Allocation D USD Inc
Valor: 54011286
Annual Return
-50%0%+50%
Risk level
110
0.24%USD 107.94
PWM Fund - Credit Allocation HD CHF Acc
PWM Fund - Credit Allocation HD CHF Acc
PWM Fund - Credit Allocation HD CHF Acc
Valor: 54011306