Mandate Profile:
- Client Type: Swiss Insurance
- Initial Investment Volume: 30 m. CHF (could be increased to 50 m. CHF over time)
- Investment Universe: Global Corporate Bonds or Euro Corporate Bonds; opportunistic investments in High Yield Bonds allowed
- Investment Restrictions: Opportunistic non investment grade exposure up to 20%; Minimum Rating at least B-; the client cannot hold more than 20% of the mutual fund
- Benchmark: e.g. Bloomberg Global Aggregate Corporate Bond Index or e.g. iBoxx Euro Corporate Bond Index
- Target Tracking Error: not restricted
- Currency Hedging: tbd
- Derivatives: allowed
- Investment Style: active, long-only
- Investment Vehicle: Mutual Fund (UCITS)
Deadline: Tuesday, June 17th, 2025 (COB)
