ANIMA Medium Term Bond I (IE0032465332.IR)
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 0
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0
Broker Availability
Broker Availability Information Not Available
Fund Summary
The objective of the Fund is to provide an attractive rate of return. The Fund will seek to achieve this objective through investment on a global basis mainly in a diversified portfolio consisting of commercial paper and/or fixed- and/ or floating rate transferable debt securities of all types (including corporate debt securities, bonds and notes, zero-coupon and discount bonds, debentures) issued by sovereign, supranational entities and/or corporate issuers. The Fund will only invest in securities/instruments of investment grade or better at the time of investment or, if un-rated, which are in the opinion of the Investment Manager of comparable quality. The Fund may invest up to 10% of net assets in emerging markets which could be fully concentrated in Russia.
Fund Overview
Category | EUR Government Bond |
Fund Family | Anima Asset Management Ireland Limited |
Net Assets | 601.59M |
YTD Return | 2.02% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Oct 28, 2008 |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 48 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.96 |
Morningstar Risk Rating |