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Ignis Absolute Return Government Bond - New rating
This is a sophisticated UCITS fund that seeks to deliver a positive return across all market environments by investing in liquid, high quality fixed income related instruments and currencies of G10 countries; these will include government cash bonds, futures, interest rate swaps and currency forwards. The portfolio is diversified by theme and trading strategy with a view to reducing portfolio risk and correlation to directional bond markets. The fund operates under a 4-6% volatility risk budget.
Unlike most investment professionals specialising in sovereign debt, the Ignis team focus their analysis on forward, as opposed to spot yield curves, to identify what they perceive to be market anomalies and relative value opportunities which comply with their thematic outlook. The team use a proprietary system to identify the most efficient means of expressing their views and managing risk across the portfolio. The Ignis team first adopted this process in 2005, though the UCITS fund version has been running for almost three years. Given the relative value and low volatile nature of some of the underlying strategies, gross notional will often be multiples of the fund’s net asset value, net exposure is generally about 100%.
The fund is awarded a 3 star rating.
The value of investments, and the income derived from them, can go down as well as up and you may get back less than you originally invested. Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it. Bonds issued by major governments and companies will be more stable than those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Please note that historical or current yields should not be considered reliable indicators of future performance. Due to their nature, specialist funds can be subject to specific sector risks. Investors should ensure they read all relevant information in order to understand the nature of such investments and the specific risks involved. This article is not a personal recommendation or advice to invest.