Opportunité High Yield 2028
- Fund
- Fixed Income
- Global
- High Yield
Product details
NAV price per share
Current
Absolute Performance
Since 1 Year
| 3 months | N/A |
| 6 months | N/A |
| Year to date | +0.06% |
| 1 year | +0.48% |
| 3 years | +21.13% |
| 5 years | +26.90% |
| 10 years | N/A |
| Since inception | +39.54% |
Past performance is not a reliable indicator of future results. Data is provided with all reasonable care but without guarantee of completeness, accuracy or future performance.
Strategy
The fund is a buy & hold international bonds fund. Its objective is to catch the return of speculative (“High-Yield”) rated bonds fund whose maturity is close to the termination date of the funds June, 30th 2023. Banking and insurance subordinated debts are excluded. USD and GBP denominated securities are hedged against currency risk.
Management commentary (October 2026)
In October, bond markets benefited from a sharp easing in sovereign yields, with the US 10-year falling by -36 bps and the German Bund by -26 bps. However, performance on the high-yield markets was mixed. Performance was negatively impacted by the strong spread widening (+55 bps) in Europe (-1.0%). In the United States, the more limited rise in spreads (+31 bps) was offset by carry and lower rates, allowing the HY US to post a positive performance of +0.3%. Investors remained cautious in the face of refinancing risks and oil sustainably above USD 100.
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