U Access - Global Credit 2025 IHD EUR
ISIN LU2187699850 / Valor 55256599
U Access - Global Credit 2025 IHD EUR
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General Objective
The Fund aims to grow capital and generate income by investing in various bonds, money market instruments, fixed income, and currency derivatives. It has a maturity date of 22 December 2025 with the option to change terms before that date, resulting in relatively low portfolio turnover.
Fund Exposure
The Fund can invest without limits in currencies other than its base currency (US Dollars) and hedges foreign exchange risk against USD. It may allocate up to 100% in High Yield, 45% in emerging markets, and 20% in Contingent Convertible capital bonds (CoCos). The Fund is not managed against a benchmark.
Risks
Investors should be aware of the risks associated with investing in High Yield, emerging markets, and CoCos. Additionally, fluctuations in foreign exchange rates could impact the Fund's performance, despite hedging measures in place.
Source
https://www.ubp.com/en/asset-management/funds/lu2187699421
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