UBAM - USD Floating Rate Notes RC USD
ISIN LU0132635235 / Valor 1266226
UBAM - USD Floating Rate Notes RC USD
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The UBAM Dynamic US Dollar Bond fund aims to grow capital and generate income by primarily investing in investment-grade US dollar-denominated bonds, including both floating rate notes with variable interest rates and fixed-rate bonds. The actively managed and diversified portfolio focuses on sustainability, ensuring that at least half of its holdings are from issuers with strong environmental, social, and governance (ESG) ratings. Additionally, the fund may allocate up to 20% of its assets to high-yield bonds and 10% to emerging market issuers, while maintaining an average bond maturity of one to two years. The strategy also prioritizes green, social, and sustainability bonds, integrating ESG factors into its investment decisions.
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