BrightGate Global Income Fund FI
Fund´s objective and profitability
SIH Global Income Fund has the goal of building, through exhaustive credit research, a global and diversified portfolio with high performance credits. The objective is to maintain an average maturity below 5 years (duration 3X) limiting duration and volatility risk, inherent to fixed income funds with no prefixed maturities. The portfolio is diversified amongst roughly 60 positions. The strategy doesn´t track any benchmark.
Our strategy aims at attractive returns, although limiting credit duration and risk. To accomplish that, we extensively identify and analyze corporate fixed income issues of high quality at a global level. Supported by our analytical capabilities and our brokers’ network, we can access issues with little coverage from the big institutions in distinct primary markets.
Buy & Watch philosophy
A priori, our philosophy consists in acquiring undervalued debt that we can hold until maturity. Nevertheless, if by continued monitorization we detect a deterioration in the issues’ financial position, we proceed to rotate them before maturity (Buy & Watch). With the objective of avoiding defaults, we conduct an exhaustive and continuous supervision of our portfolio.
Our portfolio is composed of our best investment ideas, built with an adequate level of diversification (between 60 to 80 positions), and providing protection against market movements through the holding of small issues that are not followed by the market and lack a credit rating.
|Annual return||BrightGate Global Income|
|Average Annual Returns||1 year||3 years||5 years||Inception|
|BrightGate Global Income||1,45%||1,14%||1.94%||1.10%|
|Average annual return||BrightGate Global Income||Benchmark|
Javier López Bernardo
|ASBH5YA LX Equity
ASBH5YA LX Equity
|Minimum Subscription||1.000,00 €|
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C/ Génova, 11 4º Izda.
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Phone: +34 91 441 00 11