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Ancoria Global Corporate Bond Fund (EUR)

Objective of the fund

The fund aims to generate long-term capital growth and a return in excess of global corporate bond markets, by investing primarily in global investment grade corporate debt. The fund may use derivative instruments and may be suitable for EUR-denominated investors who wish to benefit from global diversification opportunities, while limiting foreign exchange risks, since a substantial part of the assets of the fund are hedged into EUR.

The fund is denominated in EUR.

Investment policy/characteristics:
  • Strategic Asset Allocation: 100% in global corporate bonds, but may also invest in government bonds, money market instruments and derivatives.
  • Invests in well-known global fixed and floating rate investment grade debt securities (credit rating of at least BBB- / Baa3).
  • In order to strategically reduce risk, the fund may at times invest in investment grade government bonds. It may also invest in high yield corporate bond issues, up to a limited extent.
  • May also use derivatives as part of its strategy.
  • The fund will not actively take duration, curve, currency, or structured credit risk.
  • All income from investments is reinvested in the fund.

The fund is suitable for the investor that:
  • Is looking to make an asset allocation into the fixed income sector.
  • Wants access to global fixed income markets and is looking for an actively managed fund.
  • Is looking to invest in global corporate bonds with minimal currency risk for EUR denominated investors.
  • Has a long-term investment horizon of at least five years.

Risk information

Investment return and principal value may go down as well as up and could result in a significant loss of the capital invested. Past performance should not be used as an indication or guarantee of future performance. Movements in currency exchange rates can adversely affect the return of the fund. Investments in emerging markets may be subject to increased political, regulatory and economic instability, less developed practices, poor transparency and greater financial risks.

Ancoria is an established Insurance Company, founded in 1987. The Company services the saving and investment requirements of an extensive list of international clients by specialising in customised and carefully designed Life Insurance Policies that are underpinned by investment opportunities in a wide range of funds, structured products and equity trading.
Customer service
Phone: +357 22 551 300
Fax: +357 22 498 592
Sweden Toll-Free Number:
0200 110 130
Ancoria Insurance
P.O. Box 23415
1683 Nicosia

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At Ancoria, we believe in investing in children and their education as they are the future of this world. We thus aim to use our strength as a company to provide opportunities to gifted students from disadvantaged backgrounds.