MWM SICAV Bond Opportunities
A flexible bond management in order to seize opportunities offered on interest rate markets
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0,73 % |
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0,92 % |
| EUR-USD | 1,12 |
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-0,08 % |
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0,12 % |
| US 10-year | 1,92 |
0,00 % |
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-0,07 % |
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1,05 % |
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1,36 % |
| AUD-USD | 0,70 |
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| USD-JPY | 108,79 |
0,12 % |
Key Information
Risk Indicator :
1
2
3
4
5
6
7
Investment universe
World
Performance objective
3% to 5% per annum
Volatility objective
3% to 5% per annum
Investment horizon
>3 years
Liquidité
DAILY
Description
Legal form: Fund UCITS V
Fund invested in bonds denominated in euros, with a strong bias on bonds of private issuers.
Fundamental-based approach relatively close to that practiced by private equity investors with a thorough knowledge of companies and their balance sheet structure.
Active management of duration and exposure to credit risk.
Isin : LU0541880133
Creation Date : 25/11/2013
127,66 euros
perf. du jour :
0,20 %
perf. YTD :
-4,63 %
Updated : 06.07.2020
perf. cumulée : %
perf. annualisée : %
Midas Bond Opportunities B
Documents to download
Isin : LU1452411033
Creation Date : 17/09/2010
103,41 euros
perf. du jour :
0,20 %
perf. YTD :
-22,62 %
Updated : 06.07.2020
perf. cumulée : %
perf. annualisée : %
Midas Bond Opportunities I
Documents to download
Isin : LU0927887504
Creation Date : 21/12/2017
109,92 euros
perf. du jour :
0,20 %
perf. YTD :
-4,75 %
Updated : 06.07.2020
perf. cumulée : %
perf. annualisée : %
Midas Bond Opportunities A
Documents to download
Our Funds
Midas Wealth Management has developed a range of UCITS funds managed according to a fundamental approach. We invest in equity and bond markets, mainly through individual lines. This is a true conviction-based management relying on a rigorous process of selection of financial instruments selection and which favors the valuation as well as the fundamentals of companies. In addition, we also offer the opportunity for our investors to invest in two specialised investment funds, that are registered under the RAIF format and dedicated to private debt and private equity.