Intermediate Risk Profile

The Intermediate Profile is focused on the optimal equilibrium between income generation and capital appreciation. The Credit Allocation Scoring (CAS), a proprietary multifactor model, is applied weekly to determine the allocation of active strategies, typical of a Credit Total Return fund. Majority of investments are in the following fixed income markets: Corporate Emerging and Global High Yield. All the income generated by the Yield Type portfolio, which in this profile is made mainly of high yield bonds, can be invested in active strategies. The target of the Intermediate Profile is the generation of a minimum return net to the client between LIBOR + 2.50% and 3.50% per annum. Since inception the achieved range of excess returns over EURIBOR for the profile has been between +2.5% and +3.5% net to the client.

Swan Short-Term High Yield

Swan Short-Term High Yield is the UCITS version of our Fixed Income Intermediate risk profile. Depending on market conditions, the strategy combines an highly diversified buy and hold portfolio of liquid short-term fixed income securities with...

Swan Bond Enhanced

Swan Bond Enhanced SIF is the alternative version of our Fixed Income Intermediate risk profile. The strategy is focused on an highly diversified buy and hold portfolio of liquid short-term fixed income securities, in a levered format. Leverage...



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Risk disclosure

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