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UBP’s new strategy targets high yields with a strong risk profile
Investment Funds

UBP’s new strategy targets high yields with a strong risk profile

It aims at returning 7% per annum over the investment cycle by allocating to the high-income segments of the global credit markets.
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20 JUN, 2023

By RankiaPro Europe

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Union Bancaire Privée, UBP SA (UBP) announced today that it has further expanded its fixed income offering with the launch, in December 2022, of a new high-income strategy.

This high-income fixed-income strategy’s objective is to generate a high level of income coupled with a strong BB-rating risk profile. It aims at returning 7% per annum over the investment cycle by allocating to the high-income segments of the global credit markets including high-yield bonds, subordinated corporate and financial debt, and securitized credit, like collateralized loan obligations (CLOs).

The lead manager is Philippe Gräub, supported by Thibault Colle and Bernard McGrath, portfolio managers within UBP’s Global and Absolute Return Fixed Income team. Comprised of 14 investment professionals, this team manages more than USD 13 billion worth of assets globally.

The new strategy utilizes all the existing expertise within the team so that each segment of the fixed-income market is covered by one or more investment experts. For the investment allocation, relative-value analysis is performed on an ongoing basis to decide the weight of each segment, and the selection of individual issues is based on thorough fundamental analysis.

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