An aggressive bond mutual fund portfolio targeting higher yields through active management. The allocation emphasizes high-yield corporate bonds (35%) for maximum income potential, complemented by ESG-screened corporate bonds (30%), green corporate bonds (20%), SRI fixed income (10%), and a minimal government bond allocation (5%) for stability. This strategy combines the expertise of active managers with a risk-on approach suitable for investors seeking above-average bond returns with higher volatility tolerance.
Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
LU1269891641 Candriam Bonds Global High Yield Class R EUR Cap • LU1269891641 | FUND | 35.0% | 1.2% |
IE00BJN4RG66 iShares ESG Screened Global Corporate Bond Index Fund (IE) D EUR Hedged Acc • IE00BJN4RG66 | FUND | 30.0% | 0.2% |
LU2102358178 NN (L) Corporate Green Bond I Cap EUR in GB • LU2102358178 | FUND | 20.0% | 0.35% |
FR0010952788 Lazard Capital Fi SRI PVC EUR • FR0010952788 | FUND | 10.0% | 0.99% |
LU1435162026 Amundi Index Solutions - Amundi Index J.P. Morgan GBI Global Govies IE-C • LU1435162026 | FUND | 5.0% | 0.2% |
| Total | 100.0% | 0.66% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | +0.7% | -2.1% | +1.1% | - | - | - | - | - | - | - | - | -0.0% |
| 2025 | +0.7% | +1.0% | -0.9% | +0.2% | +0.6% | +0.9% | +0.5% | +0.4% | +0.7% | +0.5% | +0.1% | +0.1% | +4.9% |
| 2024 | +0.2% | -0.5% | +1.2% | -1.1% | +0.9% | +0.6% | +1.6% | +0.9% | +1.1% | -0.7% | +1.3% | -0.5% | +5.2% |
| 2023 | +3.0% | -1.6% | -0.1% | +0.5% | -0.2% | +0.4% | +0.9% | -0.2% | -1.1% | -0.4% | +3.7% | +3.1% | +8.2% |
| 2022 | -2.0% | -2.0% | -1.1% | -3.2% | +0.0% | -4.2% | +4.5% | -3.0% | -3.8% | +0.8% | +2.9% | -0.6% | -11.5% |
| 2021 | -0.3% | -0.6% | +0.0% | +0.6% | +0.1% | +0.9% | +0.9% | +0.0% | -0.4% | -0.3% | -0.2% | +0.4% | +1.2% |
| 2020 | - | -0.8% | -7.2% | +4.0% | +1.6% | +1.2% | +2.5% | +0.1% | -0.2% | +0.3% | +2.6% | +0.5% | +4.4% |