AZ Athenaeum

Fixed Income

AZ Investment Management’s fixed income funds seek to provide a source of steady cash flow and maximise yield from corporate securities through our active fund management expertise.

Hybrid Bonds

The fund taps on a new asset class that is growing fast: corporate hybrid bonds. It seeks to generate the best risk/return through active duration management and diversification. For those investors that needs higher yields, the fund provides a superior risk/return profile by extracting risk-premium from investments in subordinated investment-grade hybrid bonds rather than lowering the rating and investing in traditional high-yield bonds. The fund operates under the Luxembourg (UCITS) regulatory framework.

pdf-iconFactsheet September 2018

Renminbi Opportunities Fixed Income

Renminbi Opportunities Fixed Income fund invests in commercial paper debt securities of issuers with first-quality credit ratings, and other debt instruments. The fund provides access to superior risk-adjusted yield achievable on the short-term RMB offshore bond market through active duration management targeted at 2–5 years. The fund operates under the Luxembourg (UCITS) regulatory framework.

pdf-iconFactsheet September 2018 (Institutional)*
pdf-iconFactsheet September 2018

* Where applicable, Institutional share class availability is subject to Manager’s discretion.