Strategy

The CoCo Alpha Bond Fund was developed to provide investors with broad access to attractive interest-rate bonds in the long-term low interest rate environment.

The CoCo Alpha Bond Fund intends to generate continuous returns by recovering interest and exchange rate gains. Short-term fluctuations are accepted.

In tracking the investment target, the Fund uses both quantitative, qualitative credit and in/direct market price analyses to identify attractive bonds for the fund portfolio.

In particular, the fund focuses on investments of bonds issued by banks, insurance companies or other financial intermediaries or issued in the near future.

The CoCo Alpha Bond Fund invests more than half of its fixed assets in bonds, the majority of which are corporate bonds, and pursues a wide spread of investment opportunities and risks across credities, maturities, credit structures and countries.

The asset manager takes an active approach and can thus, for example.B, manage the portfolio exposure in CoCo bonds, durations or credit bonilines very flexibly and is not tied to any benchmark with the fund. Derivatives can be used for investment and hedging purposes.

The fund is suitable as an admixture for riskable investors with a medium to long-term investment horizon. Investors must be able to accept any price losses. The risks are set out in detail in the prospectus.