Swiss Life Asset Managers is expanding its product offering to include the “Swiss Life Funds (LUX) Bond Global High Yield Upper Tier”. The fund invests globally in high yield bonds with a focus on bonds in the upper credit rating (BB) segment and offers investors access to an attractive investment segment with a manageable risk profile.
In today’s market environment, high-yield bonds are an attractive investment alternative. They combine high potential returns with diversification advantages. Higher interest rates and rising inflation have led investors to increasingly look for solutions that offer stable returns and inflation protection. The “Swiss Life Funds (LUX) Bond Global High Yield Upper Tier” fund aims to exploit these opportunities while ensuring solid risk management through focused credit analyses and active security selection.
Long-term and proven investment strategy
The fund’s investment strategy follows a long-term approach to generate attractive returns and invests primarily in bonds denominated in the US dollar and euro, predominantly in the higher BB credit segment and to a lesser extent in the B segment.
The fund management relies on a proven investment process, independent credit analyses, careful security selection and comprehensive risk monitoring. Foreign currency risks are hedged against the fund’s base currency (USD). In addition, investors can choose between currency-hedged unit classes in CHF and EUR. The fund is intended exclusively for qualified and professional investors in Switzerland, Germany and Luxembourg. The fund strategy has already been successfully implemented in a similar fund with around USD 2 billion in assets under management.
Extensive high-yield expertise
With over 12 years of experience and a high-yield bond portfolio under management of over USD 3.5 billion, Swiss Life Asset Managers is one of the leading providers in this segment. Experienced portfolio managers supported by a network of credit analysts ensure well-founded investment decisions are made.
Alignment of interest with investors
Institutional investors of the Swiss Life Group are making strategic long-term investments in the new fund as anchor investors. This ensures an alignment of interests between investors and the asset manager.
Daniel Holtz, Head Credit at Swiss Life Asset Managers, says: “We are pleased to further expand our offering for our customers in the high-interest area. We can draw on many years of expertise in the high-yield segment and on a well established team. We are confident that the new fund offers an attractive opportunity for investors, thanks to its investment strategy and high-quality portfolio.”