Euro Credit
The Euro Credit strategy seeks to generate consistent excess returns versus the benchmark utilizing a conservative alpha investment process which combines a top-down market view with bottom-up corporate fundamental analysIs.
Benchmark
Markit iBoxx Euro Corporates Overall Total Return Index
Strategy Highlights
- Actively managed strategy that invests primarily in euro-denominated corporate bonds
- Managed approach to risk at a portfolio-, sector- and issuer level contributes to a low tracking-error
- Highly diversified portfolio by sector, rating and issuer
- At least 90% of securities carry an investment grade rating
- Duration is managed within a narrow range to the benchmark
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Quarter-End Performance as of -1/-1/-1 | Cumulative | Gross | Net | Index |
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| 3 month | N/A | N/A | N/A | | Year-to-date | N/A | N/A | N/A |
Trailing Performance as of -1/-1/-1 | Average Annualized Return | Gross | Net | Index |
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| Since Inception NA | | | |
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Period Performance | Year | Gross | Net | Index |
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| N/A | N/A | N/A | N/A |
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Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. Current performance may be lower or higher than quoted. Returns are shown in US dollars and are annualized for one and multi-year periods. Gross returns are net of trading costs. Net returns are gross returns less effective management fees.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Monthly as of -1/-1/-1
| Duration Distribution | |
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| @ERROR% |
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| Sector Distribution (Fixed) * | |
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| 0.0% | | Country Distribution | |
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| @ERROR% | | Maturity Distribution | |
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| @ERROR% | |
1
Quarterly as of -1/-1/-1
| Duration Distribution | Fund | Index |
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| @ERROR% | @ERROR% |
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| Sector Distribution (Fixed) * | Fund | Index |
|---|
| 0.0% | 0.0% | | 0.0% | 0.0% | | Country Distribution | Fund | Index |
|---|
| @ERROR% | 0.0% | | Maturity Distribution | Fund | Index |
|---|
| @ERROR% | @ERROR% | |
1