Swiss Rock (CH) - Swiss Rock Obligationen Global Nachhaltig C

The objective of this investment fund is to replicate the return and risk characteristics of the global bond universe. The fund mainly invests in bonds denominated in any currency issued by sustainable private, semi-private, and public borrowers worldwide. The investments adhere to various environmental, social, and corporate governance criteria (ESG), while also considering principles of risk diversification, capital preservation, and fund liquidity. Derivatives may be used to achieve the investment objective, without leveraging the fund's assets or engaging in short selling.

The fund is exposed to a diversified portfolio of bonds issued by sustainable borrowers globally. The investments are selected based on ESG criteria and aim to capture the performance of the global bond market. The fund may invest in various sectors, geographies, and credit qualities to achieve its objective, while maintaining a focus on risk management and capital preservation.

Investing in bonds carries inherent risks, including interest rate risk, credit risk, and market risk. Fluctuations in interest rates can impact the value of bond investments, while credit risk refers to the possibility of issuers defaulting on their obligations. Market risk arises from changes in economic conditions, geopolitical events, and other external factors that can affect bond prices. Additionally, the use of derivatives may introduce additional risks, such as counterparty risk and liquidity risk. Investors should carefully consider these risks before investing in the fund.

https://www.swiss-rock.ch/funds/obligationen-global-nachhaltig-ch/shareclass