Investment Strategy

Using a systematic approach, we actively manage portfolio’s risk level by moving the portfolio allocation from safe and stable bonds to riskier credit, in line with the changing outlook of financial markets.

There are three different portfolios under this strategy: “Defensive”, “Balanced” and “Positive”, which match with a negative, stable and positive outlook of the market, respectively.

To perform and limit volatility and drawdowns, we propose solutions for systematic and dynamic management of credit risk and duration in response to changes to the financial outlook.

The fund is always fully invested in ETFs.