Tramondo Defensive Income (UCITS)
Global Fixed Income. Stable Anchor in Difficult times.
Cost-efficient access to the global universe of high quality (i.e. investment grade) corporate and government bonds.
Cumulative fund performance
Latest reporting document
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Key fund figures
We cannot direct the wind..
Fixed income valuations continue to be distorted in the wake of last decade’s supportive monetary policy.
Consequently, passive investment strategies (such as those implemented by ETFs) prove inadequate for investors looking for consistent income generation and capital preservation.
.. but we can adjust the sails.
Tramondo Defensive Income aims to provide cost-efficient access to the global universe of high-quality (investment grade) corporate and government bonds. It is an income strategy suited for conservative investors.
To ensure capital preservation, credit and duration risks are proactively managed. The portfolio is broadly diversified across countries, sectors and issuers.
“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1”
– Warren E. Buffett, Investor
Fund strategy and investment approach at a glance
Investment objective
- Cost-efficient access to the global universe of high-quality corporate and government bonds (investment grade)
- Income strategy suited for conservative investors with a short- to medium-term horizon
- Proactive management of credit and duration risks ensuring capital preservation
- Disciplined security selection process aiming to identify bonds with the most compelling risk/reward combination
- Broad diversification across countries, sectors and issuers
Investment Philosophy
- Benchmark-independent investment philosophy with an active management of credit and duration risk
- Passive investment strategies (ETFs) are not suitable in today’s fixed-income markets as valuations are distorted due to last decade’s supportive monetary policy
- Active positioning on the yield curve allows harvesting of attractive gains also in a low-yield investment environment
- Fundamental screen excludes low-quality issuers with increased default risk
- Flexibility among the investment grade universe allows risk mitigation in times of increased market stress (e.g. “credit crunch”)
- Investment decisions are based on a holistic investment view combining a top-down and a bottom-up investment approach
- Attractive fee structures allow investors to achieve attractive returns also in a low-yield environment
Additional fund information (Liechtenstein Fund Association, LAVF)
Additional Information
Equity
Tramondo Dynamic Equity Opportunities (UCITS)
Defensive global equity strategy with active risk management
Equity
Tramondo Dynamic Equity Opportunities (UCITS)
Defensive global equity strategy with active risk management
Equity
Tramondo Dynamic Equity Europe (UCITS)
Defensive Europe equity strategy with active risk management
Equity
Tramondo Dynamic Equity Europe (UCITS)
Defensive Europe equity strategy with active risk management
Equity
Tramondo Premium Equity Selection (UCITS)
Global equity portfolio offering exposure to structural trends
Equity
Tramondo Premium Equity Selection (UCITS)
Global equity portfolio offering exposure to structural trends
Fixed Income
Tramondo Credit Opportunities (UCITS)
Cost-efficient and simple access to the most exciting investment ideas in the bond market
Fixed Income
Tramondo Credit Opportunities (UCITS)
Cost-efficient and simple access to the most exciting investment ideas in the bond market
Fixed Income
Tramondo Defensive Income (UCITS)
Cost-efficient access to the global universe of high quality corporate and government bonds
Fixed Income
Tramondo Defensive Income (UCITS)
Cost-efficient access to the global universe of high quality corporate and government bonds
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