The fund

Managing risk for stable return in the Nordic credit market.

The fund

Arctic Return is a UCITS crossover credit fund that invests primarily in the Nordics. The investment objective is to achieve capital appreciation through investments in a diversified portfolio of bonds and money market instruments, with the Nordic bond market as the main market. Generally, the Fund will invest at least 70% of its Net Asset Value in Investment Grade or Investment Grade equivalent bonds or money market instruments. Investment grade is equivalent to AAA to BBB- using the Standard and Poor's rating scale.

Key focus is high liquidity and low volatility for the fund as a whole and thus the high yield part of the portfolio is generally in the short end of the curve. The fund managers have a strong track record and extensive experience.

The average modified duration of the Fund's portfolio of assets shall be within the range of 0 – 12 months. The average credit duration shall be within the range of 0-4 years.

The fund is a UCITS fund.

 

 

 

Arctic Return is a UCITS crossover credit fund that invests primarily in the Nordics. A minimum of 70% of the portfolio must consist of bonds with Investment Grade credit metrics. Weighted average rating per today is BBB-. The interest duration of the fund must be less than one year and the credit duration (average tenor) must be less than four years. Key focus is high liquidity and low volatility for the fund as a whole and thus the high yield part of the portfolio is generally in the short end of the curve. 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.