Muzinich ShortDurationHighYield Fund Hedged SEK Accumulation R Units (0P0000TGD2)

Overview

The fund strategically focuses on allocating a minimum of 80% of its net assets, in conjunction with any investment-related borrowings, towards a diverse range of corporate bonds and syndicated loans. This approach allows for a balanced and well-distributed portfolio that mitigates risk while aiming for optimal returns. The investment scope encompasses floating rate loans and restricted securities, prominently featuring bonds that comply with Rule 144A. In addition, the fund is poised to invest a significant portion of its assets in foreign fixed income securities. However, exposure to emerging market currencies is strategically capped at 20% of the fund's total net assets to ensure calculated risk management and alignment with regulatory frameworks.

Products and Services

• Corporate Bonds

  The fund invests in corporate bonds issued by a multitude of companies across different sectors, providing a steady income stream and diversification against market volatility.

• Syndicated Loans

  By participating in syndicated loans, the fund provides capital alongside other financial institutions to borrowers, thus spreading risk while potentially earning attractive returns through interest payments.

• Floating Rate Loans

  Investments in floating rate loans help the fund to capitalize on shifting interest rates, thus offering protection against rate increases while enhancing yield opportunities in a rising rate environment.

• Restricted Securities

  The fund may invest in restricted securities, particularly those issued under Rule 144A, which offers the potential for higher returns by investing in less liquid assets.

• Foreign Fixed Income Securities

  By allocating a portion of assets to foreign fixed income securities, the fund aims to leverage global market opportunities while diversifying its investment portfolio geographically.

• Emerging Market Exposure

  Limiting its investment in permitted-currency emerging market securities to 20% helps the fund manage risks associated with currency fluctuations and political instability while still accessing growth potential in developing markets.