nordIX Anleihen Defensiv
The nordIX Anleihen Defensiv is an actively managed fund with a focus on investment grade credit — for investors who want to combine stability, flexibility and sound risk management.
The fund invests broadly in high-credit corporate, bank and government bonds — as a solid foundation for defensive portfolios.
In addition to using the new issue market, the fund specifically uses interest rate and credit derivatives such as CDS to turn valuation differences in the market into return opportunities.
The investment strategy follows UNPRI principles and is based on careful credit analysis, high diversification and clearly structured risk management.
The fund combines the principles of modern bond management with a defensive, actively managed investment grade portfolio. The targeted use of interest and credit derivatives allows the implementation of alpha strategies.
Interest and credit derivatives — in particular credit default swaps (CDS) — are not only used to hedge, but also specifically to optimize the income profile. Valuation anomalies between bonds and CDS are systematically analysed and used.
The fund management strives for a balanced, broadly diversified portfolio. Based on solid credit analysis, the risk/return ratio is actively managed — with the aim of stable results even in more volatile market phases.
The fund takes into account the “Principles for Responsible Investing” (UNPRI) supported by the UN and follows a clearly documented ESG-oriented investment strategy.
ISIN:
DE000A2DKRH6
Income treatment:
distributing
Minimum investment:
EUR 100.000
Costs (TER):
0,67%
Launch date:
08.03.2017
SFDR:
Article 8
ISIN:
DE000A2QCX86
Income treatment
distributing
Minimum investment:
none
Costs (TER):
0,87%
Launch date:
05.01.2021
SFDR:
Article 8
An overview of the official fund documents and additional materials on strategy, performance and positioning.
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