Global Bond

The investment objective of the Sub-Fund is to achieve medium to long term capital appreciation by investing in a diversified portfolio of bonds with a duration of less than five years. At least 80% of the assets, net of cash, derivatives, and government bond exposure, is invested in issues of companies with an ESG rating of B or higher. The portfolio’s average weighted ESG rating, net of cash and ancillary liquid assets, shall not be below BBB.

Main features

  • Sub-Fund Launch Date: 17/May/2022
  • SFDR Classification: Article 8
  • Management Fee: 0.50%
  • ISIN: LU2292488553
  • Management Team: Luca Vallarino