New Capital is part of EFG Asset Management. For more information visit: www.efg.com
New Capital Fund Lux - EUR Shield
Fixed income
Fund Objective
The Fund aims to deliver enhanced yield from short-term bonds through a repeatable, risk managed investment process.
In an environment where interest rate expectations are continuing to rise, but policies are likely to be constrained by structurally low growth in Europe, the Fund offers an attractive way to capture yields in what continues to be a challenging low yielding environment.
The Fund offers key advantages:
• Positive yield for short duration exposure
• Low volatility total return profile
• Short maximum maturity meaning low duration and sensitivity to changes in interest rates
• Enhanced diversification vs. single bond investments
• Risk control embedded in the investment process
• High conviction approach with robust portfolio construction
