This fund specifically invests in subordinated bonds issued by financially solid companies that demonstrate sustainable business practices and hold an investment-grade rating. The fund applies to a clearly defined ESG exclusion process and also takes the MSCI ESG Ratings into account when selecting investments.
Excluded are:
The aim of investing in hybrid bonds is to achieve a higher return than traditional corporate bonds. The focus is on defensive quality issuers and short interest rate risks in order to optimize the risk/return profile.
Higher return potential
Capital-like characteristics
Diversification & risk
Table can be moved to the right with your finger.
The fund actively invests in individual stocks from the USA and Europe and makes targeted use of options to generate additional income – both on individual stocks and on well-known indices such as the S&P 500, the Euro Stoxx 50 or the SMI.
Solid equity income + targeted option premiums = attractive income with growth potential.
The aim of investing in hybrid bonds is to achieve a higher return compared to traditional corporate bonds. The focus is on defensive, high-quality issuers and short interest rate exposures in order to optimize the risk-return profile.
Table can be moved to the right with your finger.
We currently have no vacancies – but we are always keen to hear from committed, talented people. If you think you would be a good fit for us and can make a difference, we look forward to receiving your unsolicited application. Just send us your documents – maybe now is the right time for new ideas.
