Fund Portrait

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.