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 | +1.60% |
| 1 year | +2.47% |
| 3 years | +22.60% |
| 5 years | +28.79% |
| 10 years | N/A |
| Since inception | +41.69% |
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 (August 2026)
Performance on the HY market returned to positive territory in August, both on the euro market (+0.32%) and the US market (+0.86% hedged in EUR). Despite sovereign yields that continue to tighten (German five-year at +12 bps, US five-year at +5 bps), high-yield risk premiums are tightening on both sides of the Atlantic, with a clear outperformance by US high-yields. The fund posted a positive performance, benefiting from its exposure to the B segment, which outperformed other ratings, driven by a tightening of spreads and lower sensitivity to interest rates.
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