Fixed Income Funds available
GAMA Funds - Global Short-Dated Opportunities is an actively managed short-term bond fund for investors seeking a return higher than that of money market funds over a time horizon of one year or more. Its objective is to generate income and capital appreciation with a realized volatility of less than 3% by investing principally in global debt securities with a maturity of less than 3 years.
The fund's main source of return is its credit exposure. Interest rate exposure is kept low and currency exposures are fully hedged. The fund managers follow a rigorous investment process that combines in-depth fundamental analysis with reliable quantitative models to exploit existing opportunities at the short end of the global corporate bond universe. Relevant ESG considerations are integrated into the investment process.
For more information, please contact us at info@open-funds.ch
GAMA Funds - Global Bond Opportunities is an unconstrained multisector actively managed fund intended as a core fixed income holding for investors with a time horizon of three years or more. Its objective is to generate income and capital appreciation with a realized volatility of less than 5% by investing principally in global debt securities.
The fund's performance is mainly driven by its exposure to global interest rates, credit and currencies. The fund can invest in any country, currency, or credit rating. Its flexibility allows it to make full use of the diversified opportunities offered by the global bond universe. The fund managers apply a rigorous investment process that combines in-depth fundamental analysis with reliable quantitative models. Relevant ESG considerations are integrated into the investment process.
For more information, please contact us at info@open-funds.ch
Global High Yielding Opportunities is an actively managed fixed income fund designed for investors seeking elevated returns with an investment horizon of at least three years. The fund aims to deliver attractive current income and capital appreciation while targeting a volatility below 10%. It primarily invests in a diversified portfolio of corporate bonds, including both investment grade and high yield issuers, complemented by exposure to liquid and tax-efficient credit instruments such as CDS indices.
The fund’s performance is primarily driven by its exposure to credit risk, with a more limited sensitivity to interest rate movements. It may invest across all countries, sectors, currencies, and credit ratings, while maintaining a core allocation to liquid corporate investment grade bonds from developed markets. Foreign exchange risk is fully hedged. The fund’s flexible mandate enables it to fully capture the broad range of opportunities offered by the global fixed income universe, including both developed and emerging market issuers.
The portfolio management team follows a disciplined investment process that combines in-depth fundamental research with robust quantitative models. Relevant ESG factors are systematically integrated into the investment process.
For more information, please contact us at info@open-funds.ch
