FIXED INCOME
R-co Target 2029 HY – Key points
SRI risk
Campaign period ➔ Until 31 December 2025
Lower risk
Higher risk
Investment team
A recognised expertise
Seizing the bond market opportunity
Gross yield to worst¹ : 4.6% Average maturity: 4.9 years
11 th generation of target maturity funds Target maturity funds AUM since 2008: +€ 5bn
Kristell Agaësse Head of High Yield and Convertibles Management
A diversified portfolio
A relevant "Buy & Hold" strategy
Number of lines: 81 Top 5 lines : 7.4%
Bond-picking Yield optimisation Risk management
Michael Longeard High Yield fund manager
Number of issuers: 81 Top 10 issuers: 13.7%
Public
1 – Yield to Worst, or YTW, is the worst return a bond can earn without the issuer defaulting. The YTW allows the investor to know the highest maximum risk of a bond. The YTW is then used to calculate whether it is worthwhile to take a position in a particular bond. not be held liable for the information contained in this document and in particular for any decision taken on the basis of this information.. Source: Rothschild & Co Asset Management – 31/12/2024
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