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Capture the opportunities of the US credit market using a proactive macro-driven approach
UBAM - Corporate US Dollar Bond provides investors with access to the US investment-grade credit market. The portfolio’s credit exposure is managed proactively by an investment team with considerable credit expertise.
US investment-grade corporate bonds form a significant part of balanced investment portfolios’ asset allocations.
As well as providing attractive returns (they have averaged 5.9% per year). The asset class has also demonstrated contained volatility of 4.6% annualised.
USD-denominated investment-grade credit offers a appealing and diversified income exposure.
Sources: UBP, Bloomberg, BofA Merrill Lynch indices since 31.12.1996, as of 31.12.2014
UBAM - Corporate US Dollar Bond is a USD investment-grade credit fund with a moderate average maturity.
The fund’s interest-rate risk is around 40% lower than that of the broad US corporate credit market. This is one of the fund’s defining features, and could make it of particular interest to investors in this low-yield environment.
The fund consists of a core portfolio that invests primarily in US dollar-denominated credit issued by a diverse range of financial and non-financial companies. Managing the portfolio’s credit exposure relative to the market (its beta) is based on a top-down approach, while companies are selected using a bottom-up, fundamental process.
|Data as at 22/10/2019||MTD||YTD||2018||2017||2016||2015||2014|
|UBAM - Corporate US Dollar Bond IC USD||0.18%||8.87%||-0.94%||3.78%||3.70%||0.69%||4.03%|
Past performance is not indicative of present and/or future results. Price and availability are subject to change without notice. The value of investments may go up or down and investors may not get back the amount invested. Changes in foreign exchange rates may also cause the value of investments to fluctuate.
|Status – Articles of Association||28.08.2017|
Italy: I shares are only notified to the CONSOB.
Singapore: Sub-funds registered with the MAS (Monetary Authority of Singapore) can only be offered to “accredited investors”.
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