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New Capital Wealthy Nations Bond Fund Usd A Acc (0P0001IUF4)

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92.050 -0.180    -0.20%
23/12 - Closed. Currency in USD
Type:  Fund
Market:  Ireland
Issuer:  New Capital UCITS Fund PLC
ISIN:  IE00BJYJF338 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 441.66M
New Capital Wealthy Nations Bond Fund USD A Acc 92.050 -0.180 -0.20%

New Capital Wealthy Nations Bond Fund Usd A Acc Overview

 
On this page you'll find an in-depth profile of New Capital Wealthy Nations Bond Fund Usd A Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0001IUF4 among other information.
Category

Global Emerging Markets Corporate Bond

Total Assets

441.66M

Expenses

1.56%

Inception Date

Oct 01, 2019

Investment Strategy

The investment objective of the Sub-Fund is to seek long term appreciation, through a combination of capital growth and income. In seeking to achieve the Sub-Fund’s investment objective, the Sub-Fund will invest in medium to long term international debt securities, predominantly issued by issuers located in wealthy nations, in various currencies primarily listed on Recognised Markets in major financial markets. The Sub-Fund will invest in a broadly diversified range of debt securities (including inter alia notes, bills, bonds, commercial paper, certificates of deposit and floating rate notes) issued by governments, institutions and corporations in both developed and developing markets. The Sub-Fund will usually hold debt securities with investment grade ratings (Baa3 or above by Moody’s or BBB- or above by Standard and Poor’s or equivalent credit ratings as determined by the Investment Manager). There is no maturity limitation.

Contact Information

Address 116 Park Street
London,Greater London W1K 6AP
United Kingdom
Phone +44 20 7491 9111

Top Executives

Name Title Since Until
Michael Leithead - 2009 Now
Biography Michael is Head of Fixed Income Research and a Senior Portfolio Manager at EFGAM, having joined EFG in 2007. Michael manages the New Capital Wealthy Nations Bond Fund and New Capital Global Value Credit Fund. He focuses primarily on global fixed income fund management, fixed income strategy and trading. Michael has previously worked at Fidelity International in 2003 where he held a number of roles within risk Management and both equity and fixed income derivative valuations. Michael holds BSc in Economics from the University of Birmingham, the IMC, the CFA UK Certificate in ESG Investing and is a CFA Charterholder.
Camila Astaburuaga - 2009 Now
Biography Camila joined EFGAM in September 2012 as Senior Portfolio Manager for EFGAM’s New Capital Fixed Income Funds and member of Fixed Income Research Team. She focuses on fixed income portfolio management, strategy and trading. Camila is a member of the Fixed Income Asset Allocation Committee which determines strategy for the New Capital Fund range, institutional accounts and discretionary offerings. Camila became Co-PM for both New Capital Wealthy Nations Bond Fund and New Capital Global Value Fund in 2017. Camila holds a BSc in Finance and Business Administration from Universidad Catolica de Chile, the IMC and is a CFA Charterholder.
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