SWM Valor Z FI

SWM Valor FI invests entirely in high-quality public and private fixed income securities, including bonds and money market instruments rated BBB- or higher. The portfolio is primarily made up of Euro-denominated assets from OECD countries, with up to 10% allocated to emerging markets. It includes both liquid and smaller, less-traded instruments and maintains an average investment duration of no more than three years. This approach ensures a diversified and stable fixed income portfolio focused on reputable issuers and manageable risk levels.