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BSF ESG Fixed Income Strategies D4 EUR LU1090193134

Performance

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
2.51
1.06
2.07
-2.54
2.63
3.82
-1.14
-0.54
3.24
4.26
3.57
Category
-1.10
4.25
2.74
-4.20
6.46
3.17
-0.50
-10.42
5.73
3.74
2.82
Index
0.69
2.51
0.87
-0.92
4.96
4.45
-2.52
-14.54
4.26
1.43
1.40
Quartile Rank
Quartile Rank is third
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is first
Percentile Rank
63
5
83
43
24
# of Invest. in Cat.
385
474
572
692
793
882
1,234
1,324
1,320
1,364
806
Category Name
EU0805 EAA Fund Alt - Long/Short Credit
EU0805 EAA Fund Alt - Long/Short Credit
EU0805 EAA Fund Alt - Long/Short Credit
EU0805 EAA Fund Alt - Long/Short Credit
EU0805 EAA Fund Alt - Long/Short Credit
EU0805 EAA Fund Alt - Long/Short Credit
EU0901 EAA Fund Global Flexible Bond - EUR Hedged
EU0901 EAA Fund Global Flexible Bond - EUR Hedged
EU0901 EAA Fund Global Flexible Bond - EUR Hedged
EU0901 EAA Fund Global Flexible Bond - EUR Hedged
EU0901 EAA Fund Global Flexible Bond - EUR Hedged

Price

How much does it cost?

Investment Fees

Other Fees

Sustainability

ESG Risk Rating

0/5

Corporate Sustainability Score
Sovereign Sustainability Score
19.56 20.62
Low Carbon Designation

Carbon Risk Score

Strategy

The Fund seeks to achieve positive total returns over a rolling three year cycle in a manner consistent with the principles of environmental, social and governance “ESG” focused investing and seeking to reduce its carbon emissions profile by allocating to green bonds, lower carbon emitting issuers and issuers committed to decarbonisation. The Fund will seek to achieve this investment objective by taking long, synthetic long and synthetic short investment exposures. The Fund will seek to gain at least 70% of its investment exposure through fixed income transferable securities and fixed income related securities (including derivatives) issued by, or giving exposure to, governments, agencies and / or companies worldwide. The Fund will seek to achieve this investment objective by investing at least 70% of its total assets in fixed income transferable securities and fixed income related securities, currency forwards and, when determined appropriate, cash and near-cash instruments.

Related Investments

Investment Name
Inception
ISIN
Currency
Ongoing Cost
Performance Fee %
Minimum Initial Purchase
Shareclass without Retrocessions
Purchase Constraint
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EUR
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EUR
1.78
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5.00 k
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EUR
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Yes
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