Funds

MAP Sustainable Global Bonds (USD) – S

ISIN / Telekurs : LU1121107715 / 25684600
Lower risk 1234567 Higher risk
At a glance

MAP Sustainable Global Bonds (USD) – S generate regular income while giving special attention to capital preservation in periods of rising yields and appreciation of the US Dollar. Its objective is to outperform the benchmark over 2 years to provide excess return and yield complementary to the domestic bond market.


Performances


MAP Fund
Pro forma annual performance 2007-2014* 6.16%
Annual performance since inception -0.01%
Performance, YTD 0.89%
Performance, MTD 0.15%
Maximum Monthly Drawdown*
Volatility*
Sharpe ratio*
Sortino ratio*

* - Pro forma performance

Strategy and allocation

MAP Sustainable Global Bonds (USD) – S provides sustainable asset management, generating superior performances versus the domestic bond market through increased international diversification, without increasing risks thanks to dynamic risk management of interest rates, issuer categories and currencies. This dynamic risk management is provided by a multifactorial model (1875 MAP).

Strategic asset allocation
Reports and comments


PDF Format
ProspectusDownload (.pdf)
Factsheet - 2017
Factsheet - 2016
Key Investor InformationDownload (.pdf)
Annual reportsDownload (.pdf)
Semi-annual reportsDownload (.pdf)
Characteristics

Asset classglobal bonds
BM40% Citi WorldBIG TR, 60% Citi WorldBIG USD TR - currency: 90% USD
Reference currencyUSD
Minimum credit rating« Investment Grade » (BBB-)
Investment stylelong-only, active, fundamental
Type of investmentsustainable, integrating ESG criteria
Number of holdings50 securities
Approachtop down and bottom up
DurationMin. 2 Y – max. 10 Y
Foreign currencymin. 0% - max. 30%
Subscription / RedemptionD+2 / D+5
Minimum investmentUSD 10.000
Dividend distributionre-invested
ClassesS, Z, I
Management fees / TER (p.a.)1.1% / 1.59%
DomicileLuxembourg
RegistrationSwitzerland, Luxembourg, France
Representative / CorrespondentCarnegie Fund Services / BNP Paribas
Legal formSICAV - UCITS - open fund
Initiator and manager1875 FINANCE, Switzerland - FINMA regulated
Custodian bankPictet & Cie (Europe) S.A.
Administrator and transfer agentFundPartner Solutions (Europe) S.A.
AuditorErnst & Young, Luxembourg