Muzinich ShortDurationHY HGBP Inc A

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Trading AccountISAJISASIPP

Fund Info

  • Yield History4.46%
  • 3 Year sharpe0.40
  • 3 Year alpha-
  • Distribution Typeincome
  • BenchmarkN/A
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA Sector-
  • Manager GroupMuzinich
  • DomicileIreland
  • ISINIE00B685HQ37

Investment Strategy

The Fund seeks to protect capital and generate attractive returns which exceed those available from similar duration Benchmark Government Bonds. The Investment Manager seeks to meet its objective through investments primarily comprised of corporate bonds rated Ba/B by Moody’s or Standard & Poor’s (or equivalent) with relatively short durations. The Fund primarily invests in publicly traded US$ denominated bonds of corporate borrowers traded on Recognised Exchanges. The Fund maintains a portfolio with an average rating of at least B/B2 or higher as rated by Standard and Poor’s and/or Moody’s (or as deemed equivalent by the Investment Manager).

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