US MBS-focused bonds. Active strategy with concentrated portfolio across all sub-sectors of the US mortgage market.
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Nordea Asset Management is a subsidiary of the Nordea Group and is a leading investment manager in the Nordic region, with a global business model and managing over EUR 270bn of assets across the full investment spectrum. Nordea runs a multi-boutique approach to give its fund managers minimum investment constraints to create alpha.
The Nordea 1 - US Total Return Bond Fund is an actively managed bond fund seeking to identify investment opportunities across all sub-sectors of the US mortgage market. The fund invests at least 2/3 of assets in ABSs, MBSs, CLOs, and debt securities of any seniority and maturity issued by US public authorities or companies. The fund also invests at least 30% in US government or agency bonds, or privately issued MBSs rated at least AA-. The fund can invest in securities of any credit rating quality, including unrated bonds. The fund runs a concentrated portfolio of >180 holdings.
Price Performance – Maximum Period
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Nordea 1 SICAV - US Total Return Bond Fund
This fund represents an active approach for US securitized assets exposure especially mortgage-backed securities.
iShares US 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 fund represents an active approach for US securitized assets exposure especially mortgage-backed securities.
The fund is sub-advised by DoubleLine Capital that is founded by Jeffrey Gundlach. DoubleLine is primarily an active bond fund specialist that emphasises stringent risk management through the full investment process in order to deliver better risk-adjusted returns.
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