The Fund celebrates 10 years in which the investment team has delivered strong and steady returns.
The Global Tactical Credit Fund seeks to provide the opportunity to ‘go anywhere’ in credit markets but with contained volatility.
Alpha generated by credit sub asset class and sector allocation, credit selection and duration management.
Combines top-down and bottom-up analysis.
- Seeks to limit volatility to 5% over a market cycle.
Fund Calendar Year Performance
Past performance is not a reliable indicator of current or future results
Source: Muzinich as of September 30, 2023. For the USD Income F share class which is the longest running share class. Founder share class is not opened to new investment. Gross performance does not account for the effects of fees and other charges associated with investment, which would reduce the values shown. Net performance is net of all fees and expenses. The returns of any investment may increase or decrease as a result of currency fluctuations. Index performance is for illustrative purposes only. You cannot invest directly in an index. Inception date: November 2013.