UBAM - Diversified Income Opportunities UHC GBP
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The Fund aims to grow capital and generate income by primarily investing in bonds. It is actively managed and has the flexibility to invest in currencies other than its base currency (USD) within certain limits.
Fund Exposure
The Fund focuses on sustainable bond investments, with a minimum ESG rating requirement for issuers. It may invest in high yield, investment grade, emerging/frontier countries, convertible bonds, CoCos, ABS, equity, and distressed securities. The Fund may also use derivatives for hedging and efficient portfolio management purposes.
Risks
Investing in high yield bonds and other non-traditional bond products can result in higher returns but also higher risks. The Fund's value is calculated in US Dollars, and currency risk in relation to the base currency USD is mainly hedged. Investors can subscribe and redeem units on any business day in Luxembourg, with a recommended holding period of minimum three years.