New Capital Glbl Val Crdt GBP Inc


Fund Info

  • Yield History3.90%
  • 3 Year sharpe1.03
  • 3 Year alpha0.96
  • Distribution Typeincome
  • BenchmarkBofAML Gbl Corp 1-10 Y
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.23%
  • SectorGlobal Bonds
  • Manager GroupEFG
  • DomicileIreland
  • ISINIE00B3LM8Q72

Investment Strategy

The investment objective is to seek long-term capital appreciation through a combination of capital growth and income. The Fund invests in medium to long term international debt securities, in various currencies, in major financial markets. The Fund is actively managed and takes positions against yield curves to enhance returns.