UBAM - Strategic Income AHC CHF
ISIN LU2351070664 / Valor 11209406
UBAM - Strategic Income AHC CHF
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General Objective
The Fund aims to grow capital and generate income by investing in global credit markets with a credit rating of B+ (S&P or FITCH), B1 (Moody's) or above. It is actively managed and can invest in currencies other than its base currency (USD) with limited currency risk.
Fund Exposure
The Fund primarily invests in High Yield and Investment Grade bonds, with a minimum of 50% in issuers with sustainable characteristics and a minimum ESG rating. It may also invest in Emerging Countries, Contingent Convertible Bonds (Cocos), asset backed securities (ABS), and equity. The Fund's investment strategy is based on sector exclusion, ESG integration, and a preference for Green, Social, and Sustainability bonds.
Risks
The Fund's value is calculated and expressed in US Dollars, with currency risk mainly hedged. High yield bonds, which the Fund invests in, are more sensitive to the economic cycle and carry higher risk and return compared to traditional bond products. Investors can subscribe and redeem units on any business day in Luxembourg, with a recommended holding period of minimum three years.
Source
https://www.ubp.com/en/asset-management/funds/lu2576991967
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