Bond sub-fund, which invests primarily in Investment Grade corporate issues (minimum rating of BBB-), at fixed and/or variable rate, with the primary goal of offering better than reference market returns over time, with lower levels of volatility.
The main strengths of the sub-fund include the significant diversification of issuers (average weight of 2%), with a variable turnover rate based on the attractiveness of new issues presented on the primary market, the "active" management style targeted at the continuous search for opportunities that offer the best possible risk/return, maximum transparency and high level of asset liquidability, the selection of bottom-up type securities, based on a qualitative screening that analyses the fundamentals of the issuers and their market pricing.
Synthetic instruments (CDS) or derivatives for speculative purposes are not used, in order to ensure the maximum transparency and a high level of asset liquidity/liquidability.
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Last revision: 25 May 2023