Investment Objective
Strata UCITS is long-biased fund, investing predominantly in developed market credit positions, with a primary focus on European exposures. The fund has a target net return of 4-6% p.a. in EUR and will seek to achieve its objective by allocating capital to the following four credit asset classes: ABS, Corporates, Financials and Special Opportunities.
The fund is not actively marketed to non-passported jurisdictions. Not all shareclasses have been passported into the passported jurisdictions.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.6 | 0.4 | 0.8 | 0.5 | 0.0 | 0.0 | 0.2 | 0.0 | 0.2 | 0.4 | 1.0 | 0.0 | 0.2 | |
2022 | 0.0 | 0.4 | 0.5 | 0.7 | 0.7 | 0.6 | 0.8 | 0.7 | 0.0 | 0.8 | 0.5 | 0.9 | 0.5 |