Bonds

The “Helvetia Fund Invest (CH) – Global Bonds CHF Optimized” fund invests in the world’s most attractive bond markets for Swiss investors. The investment strategy is not based on a benchmark and therefore offers maximum flexibility. The fund offers an attractive risk/return profile and offers a currency hedge in Swiss francs (CHF). 

The “Helvetia Fund Invest (CH) – Swiss Franc Bonds Optimized” fund invests globally in CHF investment-grade bonds and offers an attractive risk/return profile. The selection of bonds is based on the Swiss Bond Index Total AAA-BBB benchmark. The focus is on liquid, high-quality government and corporate bonds. The active, rule-based investment approach focuses on the most attractive market segments and optimises the expected total return (ETR) whilst adhering to risk parameters.

The Helvetia Fund Invest (Lux) – Global Short Duration High Yield Bonds fund invests in the most attractive high-yield bonds around the world, focusing on those with a BB rating (excluding financials). The investment universe consists of over 100 issuers, ensuring a good level of diversification, and with a modified duration of less than three years, the fund also boasts a low interest rate risk. The active, rule-based strategy aims to replicate the performance of the Bloomberg Global High Yield Corporate ex Financial 1–3Y BB 2% Issuer Cap as a benchmark and offers a favourable risk/return profile. 

The Helvetia Fund Invest (Lux) – Global Subordinated Bonds fund (the “Fund”) invests in the most attractive subordinated bond markets around the world. The investment universe consists of more than 100 issuers, ensuring optimum diversification. The Fund makes targeted use of companies’ capital structures and invests in the subordinated segment in the banking, insurance and non-financial sectors. The rule-based approach applied during the Fund’s development follows a clear, quantitative set of rules based on scientific fact.