Base Investments SICAV - Bonds Value EUR L (0P00019NJC)

Overview

The investment fund aims to achieve superior returns compared to its benchmark index, which is a composite of the FTSE Euro Broad Investment-Grade (EBIG) Index (80%) and the JPM CASH EURO 03 MONTHS (20%). This investment strategy is designed with a three-year time horizon in mind, focusing on capitalizing on movements and opportunities within the fixed-income markets. The fund seeks to outperform its mixed index benchmark by meticulously investing in a variety of fixed-income securities that are carefully selected based on rigorous analysis and market insights.

Products and Services

• Fixed-Income Securities Investment

  This service involves the strategic investment in various fixed-income securities with the objective of providing investors with steady income streams while aiming to preserve capital. The fund focuses on securities that are believed to offer the best potential for return relative to risk, within the parameters set by its investment objective. These can include government bonds, corporate bonds, and other debt instruments, selected through thorough market analysis and research.

• Performance Benchmarking

  The fund benchmarks its performance against a composite index comprised of 80% FTSE Euro Broad Investment-Grade (EBIG) Index and 20% JPM CASH EURO 03 MONTHS. This benchmarking helps in guiding the investment strategies and in assessing the efficacy of the fund's performance over its intended three-year investment horizon. By continuously monitoring and comparing its performance against these indices, the fund aims to identify opportunities for adjustment and improvement in its investment approach.