EQS-News: Bellevue Asset Management launches Bellevue Global Income (Lux) FundSource: EQS
Media release of
New fixed income investment alternative
With the launch of the
"The high yield segment is very heterogeneous and it offers good investment opportunities. It is the yield contributor," Jaecklin points out. If necessary, should the investment environment change, the high yield allocation can be reduced to as low as 30% or increased up to 70%. Risk-return is managed via the government bond allocation, which is the protection contributor. "Government bonds protect the portfolio but still make a positive contribution to performance," adds Soso. Fund managers can use futures contracts to open long or short positions on government bonds. "This enables us to invest in a very cost-efficient way with high levels of liquidity," Soso added. The fund management team also relies on its established and successful investment principles. "Our investment decisions are guided by fundamental analysis and we invest only in securities that we clearly understand," Jaecklin stresses. "Portfolio stability is important and will help us to keep transaction costs as low as possible."
Another, increasingly important aspect is the integration of ESG criteria. For the
The new fund is quoted in euros; portfolio positions in other currencies such as Swiss francs, US dollars and British pounds are hedged.
Bellevue - Excellence in Specialty Investments
Bellevue is a specialized asset manager listed on the
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