Fund Portrait

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.