High returns from opportunistic investments in the Nordic credit market.
The fund targets an annual return of 5 – 6 % by investing in credit bonds with a focus on absolute rather than a relative return. The chosen benchmark index, Oslo Stock Exchange 3-month T-bill index (ST1X), which on an annual basis always have given a positive return, reflects this focus.
The Fund aims to invest in the best part of the high yield (HY) rating universe (BB to B). The Fund will seek to obtain a well-diversified portfolio based on the fund managers credit analysis. The Fund can invest in fixed income instruments along the yield curve, but the average duration will not exceed three years.
The fund is a UCITS fund.
- Invest in Arctic High Return - Private Clients
- For institutional clients, please contact our Business Development team at Arctic Asset Management
Arctic High Return is a UCITS credit fund that invests in high yield bonds and targets an annual return of 5-6%. The fund invests primarily in companies in the Nordic high yield universe with a focus on absolute return. We aim towards the better part of the high yield segment with a weighted average for the fund around BB-/B+. Interest rate duration for the fund must be less than three years and credit duration (tenor) will be less than five years. The reference index is OSE’s 3 month Government certificate index (ST1X). The fund managers have a strong track record and extensive experience.
Past performance in the fund is no guarantee for future returns. Future returns depend on the market, fund manager skill, fund risk level, costs, among others. Performance in the fund may at times be negative and may vary within periods.