Investment Objective
The Rubrics Global Fixed Income UCITS Fund aims to maximize risk-adjusted returns by allocating across the fixed income investment universe based on a top-down macro analysis combined with a bottom-up approach to credit allocation. The investable universe includes government bonds, credit and a limited allocation to emerging markets debt.
Reference Index
50% Citigroup World BIG Corporate Bond Index / 50% Citigroup WGBI
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.4 | 0.6 | 0.1 | 0.8 | 1.0 | 1.0 | 0.8 | 1.0 | 0.5 | 0.7 | 0.1 | 0.3 | 0.5 | |
| 2022 | 0.5 | 0.8 | 0.5 | 0.4 | 0.0 | 0.3 | 0.3 | 0.2 | 0.3 | 0.2 | 0.0 | 0.2 | 0.3 |
