(Boursier.com) — UBS LA MAISON de Gestion is expanding its bond range with the launch of two maturity strategies: LMdG Float to Fix 2027 and LMdG IG Fix 2025. In an environment of great economic uncertainty and at a time when investors must be guided to identify performance levers, UBS LMdG is resolutely positioning itself as close as possible to the needs of its clients through an enhanced offer in this segment.
While the dual context of inflation and rising interest rates upsets investors’ benchmarks, bond products are emerging as an opportunity to combine protection and return in return, in particular, for the risk of capital and credit loss) . Maturity funds in particular provide performance visibility on the one hand and counter some market volatility on the other.
Keen to offer its clients solutions adapted to their risk profile but also to the macro-economic environment, UBS LMdG is beefing up its bond range with two new maturity strategies.
Mostly invested in Investment Grade quality securities, these funds stand out from the “High Yield” approaches often favored by maturity bond strategies and as such constitute less speculative proposals that are sensitive to fluctuations in market conditions.
-On the one hand, LMdG IG Fix 2025, a fund with a horizon of 2025. The fund invests in Investment Grade bonds, exclusively denominated in euros
-On the other hand, LMdG Float to Fix 2027, a fund whose horizon has been extended to 2027. The fund invests in issues in euros, mainly in Investment Grade issuers and within the maximum limit of 40% of the asset, in high-yield securities with a minimum rating of B-.
Managed by the UBS LMdG bond management team, Radoslav RADEV and Alexandre FERCI, these two funds complement the current range and in particular the LMdG Dolan McEniry US Corporate 2025 and LMdG Multi Crédit maturity funds launched recently.
These 4 strategies thus allow UBS LMdG to offer its investors a range of bond products varied in terms of exposure to different markets and maturity, to meet their expectations in terms of return and risk appetite.
“We are convinced of the relevance of term products in the different current markets. While investors lack visibility, this type of product allows them to find it,” explains Radoslav RADEV, head of bond management at UBS LMdG. “Largely invested in Investment Grade securities, these products are the expression of a strong conviction: that this credit quality allows us to offer our clients attractive returns over the investment horizon while circumventing the inherent volatility to the stock market.
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