Global investment grade diversified bonds. Active strategy with mainly fixed-rate corporate and government bonds exposure.
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Flossbach von Storch was co-founded by Dr Bert Flossbach and Kurt von Storch in 1998, and grew to become one of the leading independent asset managers in Europe, managing over EUR 70bn in assets.
The Flossbach von Storch - Bond Opportunities Fund is an actively managed global diversified bond fund focusing on fixed-rate corporate and government bonds and to a lesser extent covered bonds, primarily from developed countries. The fund invests mainly in investment grade rated bonds but can allocate to high yield and non rated bonds. The fund runs a concentrated portfolio of ~300 holdings.
Price Performance – Maximum Period
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Flossbach von Storch Bond Opportunities
This is a high conviction global diversified bond fund focusing mainly on fixed-rate corporate and government bonds. The fund does not have a defined benchmark and looks diversified geographically.
SPDR Bloomberg Global Aggregate Bond UCITS ETF
Dimensional Funds PLC - World Allocation 20/80 Fund
The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.
This is a high conviction global diversified bond fund focusing mainly on fixed-rate corporate and government bonds. The fund does not have a defined benchmark and looks diversified geographically.
Despite having a concentrated portfolio, the fund has a proven long term track record of decent returns without incurring excessive risks.
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Geography