UBAM - EM Responsible Local Bond UC CHF
ISIN LU2351012112 / Valor null
UBAM - EM Responsible Local Bond UC CHF
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General Objective
The Fund aims to grow capital and generate income by investing primarily in fixed or variable rate bonds in Local Currencies issued by Sovereign issuers or companies linked to Emerging or Frontier Countries, as well as international or supranational agencies. The Fund focuses on promoting social outcomes and good governance in the countries it invests in.
Fund Exposure
The Fund is actively managed and invests in bonds with a minimum rating of B- (S&P or FITCH), B3 (Moody's) or an equivalent rating by another agency. It may also invest in bonds with lower ratings and non-rated bonds diversified. The investment strategy combines credit and macroeconomic assessment with Environmental, Social and Governance (ESG) analysis to achieve total return performance with ESG characteristics better than the JP Morgan JESG GBI-EM Global Diversified Index.
Risks
Investors should be aware that the Fund may invest up to 100% of its net assets in High yield and Emerging or Frontier countries, including China through Bond Connect up to 20%. The Fund is not managed in reference to a benchmark, and the recommended holding period is a minimum of three years. Any income received by the Fund is reinvested (capitalisation share class).
Source
https://www.ubp.com/en/asset-management/funds/lu2782082064
Ratings & reviews
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