All FairSheets  ›  FairHorizon Blue

FairHorizon Blue Funds

Investment time-horizon: 2–4 years. Conservative bond-heavy allocation. 22 curated funds in this bucket.

About FairHorizon Blue

Defensive. Predominantly short-to-medium maturity investment-grade bonds, plus conservative 20/80 multi-asset allocations. Volatility is contained; returns track inflation plus a modest spread.

Expected return: 2–4% per annum. Expected volatility: 3–5% per annum. Time-horizon: 2–4 years.

Das Family Office uses FairHorizon as the primary lens for placing funds into client portfolios. The bucket determines the percentage of total wealth that may rationally sit in each fund, and the benchmarks against which performance is judged. See our strategies for the full classification framework.

Portfolio 2

Dimensional Funds PLC - World Allocation 20/80 Fund

Portfolio solution for FAIRHORIZON Blue. Global multi-asset defensive allocation (20/80). Active quantitative highly diversified fund-of-Dimensional funds portfolio.

FairHorizon Blue USD ACC
B1

Vanguard Investment Series PLC - Global Bond Index Fund

Global investment grade diversified bonds. Passive tracker on Bloomberg Global Aggregate Float Adjusted and Scaled Index.

FairHorizon Blue USD H ACC
B2

SPDR Bloomberg Global Aggregate Bond UCITS ETF

Global investment grade diversified bonds. Passive tracker on Bloomberg Global Aggregate Bond Index.

FairHorizon Blue USD HEDGED
B4

Vanguard Global Credit Bond Fund

Global investment grade diversified bonds. Active strategy with high corporate bonds exposure.

FairHorizon Blue INV USD HEDGED ACC
B15

PIMCO Funds: Global Investors Series plc -Income Fund

Global diversified bonds. Active strategy and highly diversified portfolio with high US-bias and Agency MBS-focused.

FairHorizon Blue INSTITUTIONAL USD ACC
B21

Flossbach von Storch Bond Opportunities

Global investment grade diversified bonds. Active strategy with mainly fixed-rate corporate and government bonds exposure.

FairHorizon Blue IT USD ACC
B16

PIMCO Funds- Global Investors Series Plc - Diversified Income Fund

Global diversified bonds. Active diversified strategy with about 1/3 investment grade bonds, 1/3 high yield bonds, and 1/3 emerging market bonds.

FairHorizon Blue INSTITUTIONAL USD ACC
B20

Vontobel Fund - TwentyFour Strategic Income Fund

Global diversified bonds. Active strategy with high conviction concentrated portfolio. High Europe incl. UK-bias and with a focus on CoCo bonds.

FairHorizon Blue HG hedged
B3

iShares Global Corp Bond UCITS ETF

Global investment grade corporate bonds. Passive tracker on Bloomberg Global Aggregate Corporate Bond Index.

FairHorizon Blue USD ACC
B9

iShares US Aggregate Bond UCITS ETF

US investment grade diversified bonds. Passive tracker on Bloomberg US Aggregate Bond Index.

FairHorizon Blue USD ACC
B13

Vanguard Investment Series PLC - US Investment Grade Credit Index Fund

Global USD investment grade diversified bonds of mainly corporate issues and excludes US Treasuries. Passive tracker on Bloomberg Global Aggregate USD Credit Float Adjusted Bond Index.

FairHorizon Blue IP USD ACC
B14

Vanguard USD Corporate Bond UCITS ETF

Global USD investment grade corporate bonds. Passive tracker on Bloomberg Global Aggregate Corporate USD Index.

FairHorizon Blue USD ACC
B5

Vanguard Investment Series PLC - US Government Bond Index Fund

US broad maturity government bonds. Passive tracker on Bloomberg US Government Float Adjusted Bond Index.

FairHorizon Blue INST PLUS USD ACC
B8

SPDR Bloomberg U.S. Treasury Bond UCITS ETF

US broad maturity government bonds. Passive tracker on Bloomberg US Treasury Bond Index.

FairHorizon Blue USD INC
B10

Vanguard USD Treasury Bond UCITS ETF

US broad maturity government bonds. Passive tracker on Bloomberg Global Aggregate US Treasury Float Adjusted Index.

FairHorizon Blue USD ACC
B6

SPDR Bloomberg 3-7 Year U.S. Treasury Bond UCITS ETF

US short-medium maturity government bonds. Passive tracker on Bloomberg US 3-7 Year Treasury Bond Index. Highly concentrated due to nature of market segment.

FairHorizon Blue USD INC
B7

SPDR Bloomberg 7-10 Year U.S. Treasury Bond UCITS ETF

US medium maturity government bonds. Passive tracker on Bloomberg US 7-10 Year Treasury Bond Index. Highly concentrated due to nature of market segment.

FairHorizon Blue USD INC
B11

SPDR Bloomberg 10+ Year U.S. Treasury Bond UCITS ETF

US medium-long maturity government bonds. Passive tracker on Bloomberg US 10+ Year Treasury Bond Index. Highly concentrated due to nature of market segment.

FairHorizon Blue USD INC
B12

SPDR Bloomberg U.S. TIPS UCITS ETF

US inflation-linked bonds. Passive tracker on Bloomberg US Government Inflation-Linked Bond Index. Highly concentrated due to nature of market segment.

FairHorizon Blue USD INC
B18

iMGP US Core Plus Fund

US corporate bonds. Active strategy with concentrated portfolio of average investment grade rating.

FairHorizon Blue I M USD ACC
B17

Nordea 1 SICAV - US Total Return Bond Fund

US MBS-focused bonds. Active strategy with concentrated portfolio across all sub-sectors of the US mortgage market.

FairHorizon Blue AI USD ACC
B19

PineBridge Asia Pacific Investment Grade Bond Fund

Asia investment grade diversified bonds (mainly corporates). Active strategy with a concentrated portfolio.

FairHorizon Blue Y USD ACC