Global Opportunities USD I-USD
Global Opportunities aims to invest through a global diversified portfolio mainly consisting of tradable credit-related securities using a multi-strategy approach that includesdistressed debt, special situations, event-driven, high yield and arbitrage, targeting a 7% annual return. A global focus allows us to differentiate the portfolio, in order tomaintain a performance uncorrelated to markets.
Fact Sheets en
|Current NAV||105,00 (19.10.2017)|
|Trading and Valuation||Daily|
|Initial investment||10.000,00 USD|
|Subsequent investments||10.000,00 USD|
|Bloomberg ticker||ZSGLOIU LX|
|Combined performance||1 Month||3 Months||6 Months||YTD||1 year||2 years|
|Global Opportunities USD I-USD||-0,38%||2,71%||3,54%||-||-||-|
|Global Opportunities USD I-USD||-||-||-||-||-|
THE FUND : Global Opportunities is a UCITS V mixed allocation fund. The fund may invest in bonds denominated in USD, and any other debt securities including money market instruments amounting to 70% to 100% of the total AUM. 70% of the fund must be invested at all times in these specific asset classes. The bonds may be selected from High Yield (B-) to Investment Grade and from multiple fixed income sectors. The fund may invest 0% to 30% of the totality of the assets under management in other financial instruments (equities, options, other derivatives, ETFs).
THE STRATEGY: The fund aims to produce a positive return by taking calculated risks over selected fixed income and market opportunities. The fund will seek returns in both current income and capital appreciation.
Past performance is not indicative and not necessarily a guide to future performance. Please carefully read the Prospectus.