Scudo Bond Dollar
Open-ended alternative fund reserved to professional clients with medium and long-term investment horizon (5-7 years).
OBJECTIVE OF THE FUND
The fund seeks gradual capital growth by mainly investing in bonds and money market financial instruments denominated in USD issued by borrowers with a minimum portfolio rating of CCC. No investment in stocks and stock derivatives.
INVESTMENT POLICY
In selecting financial instruments special attention is paid to monetary policy objectives and measures taken by central banks and to positioning opportunities- also by arbitrages - identified by analysing medium and long-term interest rate curves.
MARKETS
Mainly regulated markets of the dollar area (USA, Canada, Australia, New Zealand, etc.).
DURATION
Min 2 - Max 7 years.
RISK LEVEL
Medium-high
ISIN SM000A0Q3757
BLOOMBERG SCUDOBU IM
|
|
Currency |
1 year |
2 year |
3 year |
Since the creation |
2010 |
|||
Scudo Bond Dollar |
-1,940% |
-23,050 |
10,708% |
-7,960 |
10,175% |
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