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LYXOR / WELLS CAPITAL: AN UNCONSTRAINED APPROACH

AN UNCONSTRAINED APPROACH
Flexibility is key

 

In his latest video, Satish Pulle, head of financials at Wells Fargo Asset Management, tells us more about the Lyxor / Wells Capital Financial Credit Fund and its environment.

Satish Pulle discusses the investable universe, health of the European banking sector and how investing in high yield financial bonds can help with fixed Income investors concerns with default rates in the next recession.

MORE THAN JUST A PARTNERSHIP,  A MISSION
Lyxor Asset Management and Wells Fargo Asset Management celebrate the 3rd anniversary of the Lyxor / Wells Capital Financial Credit Fund.
The Mission: To capture the benefits of financial sector bonds by mainly investing in European credit instruments including senior, subordinated and contingent convertible bonds.
The Reason: Investors' need for diversifying sources of yield in the credit space in a regulated fund format.
Click here to discover the fund​

MEETING ITS INVESTMENT OBJECTIVES
Since inception, on September 15th, 2019 the Fund has delivered a satisfying behaviour:

  • +7.43% annualized return*
  • 3.06% volatility
  • 2.91 Sharpe Ratio
  • -3.93% Max Draw Down

These results were in large due to to Satish Pulle's specific approach.

*Source: Lyxor Asset management, I-USD Class, net of fees, as of September 30th, 2019

Associated Funds

Name
Lyxor / Wells Capital Financial Credit Fund