Euro investment-grade corporate bonds form a significant part of balanced investment portfolios’ asset allocations. As well as providing attractive returns, (they have averaged 5.4% per year). The asset class has also demonstrated contained volatility of 3.4% annualised. Euro investment-grade credit offers an appealing and diversified income exposure.
Sources: UBP, Bloomberg, BofA Merrill Lynch indices since 31.12.1996, as of 31.12.2014
UBAM - Corporate Euro Bond is a euro investment-grade credit fund with a moderate average maturity.
The fund consists of a core portfolio that invests primarily in eurodenominated 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.
|历史业绩||月初至今||年初至今||1 年||3 年||5 年||自推出以来|
|12 个月滚动||01.20 - 01.21||01.19 - 01.20||01.18 - 01.19||01.17 - 01.18||01.16 - 01.17|
1 年以下的业绩为累计计算。1 年以上的业绩为年化计算。
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||04.02.2020|
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”.