All FairSheets  ›  FairHorizon Yellow

FairHorizon Yellow Funds

Investment time-horizon: 7–10 years. Balanced 60/40 equities-bonds allocation. 12 curated funds in this bucket.

About FairHorizon Yellow

Balanced growth. 60/40 equity-to-bond is the reference. High-yield credit and preferred securities sometimes appear here too. Volatility is meaningfully higher than Green but returns scale accordingly.

Expected return: 4–6% per annum. Expected volatility: 7–10% per annum. Time-horizon: 7–10 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 4

Dimensional Funds PLC - World Allocation 60/40 Fund

Portfolio solution for FAIRHORIZON Yellow. Global multi-asset moderate aggressive allocation (60/40). Active quantitative high diversified fund-of-Dimensional funds portfolio.

FairHorizon Yellow USD ACC
Portfolio 4A

ARERO - Der Weltfonds

Global multi-asset moderate aggressive (fixed 60/25/15) allocation. Systematic driven strategy with EUR/Europe-bias.

FairHorizon Yellow LC EUR ACC
Y4

AB FCP I - Global High Yield Portfolio

Global USD high yield diversified bonds. Active strategy with flexibility to allocate max 33% investment grade. Highly diversified portfolio.

FairHorizon Yellow IT USD
Y1

Principal GIF - Global High Yield Fund

Global USD high yield corporate bonds. Active strategy.

FairHorizon Yellow I USD ACC
Y3

iShares USD Asia High Yield Bond Index ETF

Asia USD high yield diversified bonds. Passive tracker on Bloomberg Asia USD High Yield Diversified Credit Index.

FairHorizon Yellow
Y8

Pinebridge Global Funds - Pinebridge Asian High Yield Total Return Bond Fund

Asia high yield corporate-focused bonds. Active strategy with highly concentrated portfolio.

FairHorizon Yellow XD USD INC
Y2

Fidelity Funds - Asian High Yield Fund

Asia USD high yield diversified bonds. Active diversified portfolio.

FairHorizon Yellow Y USD ACC
Y7

abrdn SICAV I - Frontier Markets Bond Fund

Frontier markets diversified bonds. Active strategy with concentrated portfolio.

FairHorizon Yellow I USD ACC
Y9

Principal Global Investors Funds - Preferred Securities Fund

Global USD hybrid bonds. Active strategy with concentrated portfolio.

FairHorizon Yellow I USD ACC
Y10

Cohen & Steers SICAV - Preferred Income Fund

Global hybrid bonds. Active strategy with concentrated portfolio.

FairHorizon Yellow IR ACC USD
Y5

PIMCO GIS Capital Securities Fund

Global hybrid bonds with Europe AT1 bias. Active strategy with concentrated portfolio.

FairHorizon Yellow INSTITUTIONAL USD ACC
Y6

Algebris UCITS Funds plc - Algebris Financial Credit Fund

Europe hybrid bonds with AT1 focus. Active strategy with concentrated portfolio.

FairHorizon Yellow I USD ACC