Flossbach von Storch - Bond Opportunities

Think globally, act flexibly ‒ seize opportunities

Key characteristics

A globally diversified bond fund with an active investment approach
An active portfolio management is not based on a benchmark index ‒ the risk-reward ratio of an investment is decisive
The selection of securities is carried out within the framework of a fundamental analysis process; supported by research instruments developed in-house.
The focus is on comprehensible liquid government bonds, covered bonds, and corporate bonds
Flossbach von Storch's bond strategy was launched in 2009 and has since been managed by the same fund manager.
Objective: to achieve a positive, real return over the long term, taking investment risk into account

“Flexible investors can make money with bonds even in a market environment that remains challenging ‒ at least if they take advantage of all the yield opportunities this asset class offers.”

Frank Lipowski
Responsible Fund Manager

For whom?

Investors who want to participate in the development of the global bond markets.
Conservative investors who want a higher return than that offered by savings accounts and fixed-term deposits.
Investment horizon: medium-term three to five years.

Opportunities

Participate in global bond market growth.
Income can be generated from regular interest payments.
Active interest rate, currency and risk management (e.g. from the use of derivatives).

Risks

Country, credit and issuer liquidity risk. Also potential exchange rate risks. If securities are illiquid (i.e. thinly traded), there is a risk that it may either not be possible to sell the assets at all or only by accepting a significant discount on the sale price.
Investing in bonds may entail price risks, especially in case of rising interest rates on the capital markets.
Where used, derivatives can have a greater negative impact on the fund value than would be the case if the assets were acquired directly. This can affect the fund's risk profile and volatility (tendency for the price to fluctuate).

This is not an offer to buy or subscribe to securities. The information does not constitute investment advice or other recommendations. The value of any investment may fall or rise, and you may not get back the amount invested. You should consult with your advisor before making any investment.

Visit the fund details page here. There you will find performance data, the portfolio structure and additional detailed fund information.

Various financial terms are explained in our Glossary.

Information regarding use and limited distribution

The information on this website is intended exclusively for investors resident or domiciled in Switzerland. It is not intended for publication, use, or distribution to or by any person in a country other than Switzerland. In particular, this information is not intended for distribution within the United States of America (USA), to or on behalf of US citizens, or to or on behalf of US persons residing in the USA. The information regarding collective investment schemes on the following pages are limited to foreign collective investment schemes which have been approved by the Swiss Financial Market Supervisory Authority FINMA (“FINMA”) for distribution in or from Switzerland to non-qualified investors.

The content provided is for informational purposes only and does not constitute an offer or recommendation.