JSS Sustainable Bond - Total Return (ENG) with Vincent Rossier

16. Oktober 2024 | 10:15 Uhr
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Our JSS Sustainable Bond - Total Return Global Fund which invests in high quality bonds globally is designed to take advantage of the current market environment. It aims to deliver strong risk-adjusted performance by actively managing duration, yield curve positioning, credit and currency exposure, with a particular focus to manage the volatility of the portfolio.

 

Strategy Highlights:

 

  • Investorsgain exposure to a broader set of investment opportunities in sovereign and corporate debt in developed and emerging markets with an opportunistic allocation to high yield.
  • The non-benchmark constrained approach allows for higher flexibility in adapting to market conditions and freedom to seek out diversified and uncorrelated sources of income and capital return.
  • Since its launch in 2015, the fund has proved to have attractive risk adjusted returns from duration, yield curve positioning, credit and currency.
  • The integration of ESG criteria is key. The sustainable approach allows for a better control of non- financial risks. The fund is classified as SFDR 8.

 

During the session, Vincent Rossier, the lead Portfolio Manager, will address:

  • How the evolving growth and inflation dynamics impact bond market.
  • The portfolio’s performance amid shifting monetary policy from tightening to easing cycle.
  • The current positioning of the strategy towards the most attractive segments of the market.