Financial Bond

OBBLIGAZIONARIO

A chi si rivolge

Sidera - Financial Bond is suitable for investors who intend to earn income and appreciate capital over a period of five (5) years and are willing to accept the risk of significant temporary losses and to maintain capital in the medium term. The Fund is suitable for both more experienced investors who wish to achieve certain investment objectives, with experience with volatile products, and less experienced investors, including those who are interested in or informed about the issues of the capital market, but consider the investment fund as a beneficial investment product. The investment objective of the Fund is capital growth.

FINANCIAL BOND

ClasseIsinInizio CommercializzazioneCategoria Morningstar™Politica di DistribuzioneValuta
B Acc*LU26188810697 luglio 2023

CapitalizzazioneEUR

Segni particolari 

The investment strategy adopted combines a top-down approach with a bottom-up selection model of individual bonds, allowing for in-depth analysis of the macroeconomic environment and the identification of the most promising investment opportunities. The market for bonds issued by leading international financial institutions is attractive due to the liquidity and risk-return profile characteristics of this sector, at a time when the generalized rise in interest rates offers very attractive investment opportunities. The fund manager has considerable experience precisely in the financial bonds sector, this allows active portfolio management that adapts to changing market conditions, seizing emerging opportunities and reducing exposure to potential risks. Attention to customer service translates into personalized and timely support, understanding the needs and objectives of investors. In-depth research and analysis guide investment decisions, ensuring a well-founded and informed strategy.

 

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Kid Sidera Sidera Funds SICAV - Financial Bond B Acc EN
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