LUNIS GLOBAL BOND
OPPORTUNITIES FUND

GLOBALLY DIVERSIFIED BOND FUNDS

LUNIS GLOBAL BOND
OPPORTUNITIES FUND

We invest in fixed and variable interest securities and financial market instruments. The investment focus is on corporate bonds with investment grade rating. High-yield bonds can be mixed in depending on the market expectation. Additionally, the funds can be invested in government bonds around the world. The regional focus is on issuers from the regions of Europe and the USA.

WITH THE LUNIS GLOBAL BOND OPPORTUNITIES FUND YOU INVEST IN

  • CORPORATE BONDS
  • HIGH-YIELD BONDS
  • GOVERNMENT BONDS
  • SUBORDINATE BONDS
  • REGION EUROPE
  • REGION USA

OUR INVESTMENT PROCESS

Innovative approach with a combination of fundamentally influenced top-down investment process for determining duration, credit risk and currency allocation and a bottom-up approach to selecting individual borrowers

OUR FLEXIBILITY

Can invest in any sector of the bond market by means of a diversified, high-quality approach

Active guidance of the position sizes depending on the market phase

OUR RISK MANAGEMENT

Careful selection process with great conviction on the part of management for individual securities

With targeted corporate analysis, investments are only made with a high risk buffer that can absorb negative developments

OUR FREEDOMS

Broad diversification in undervalued bonds according to the value principle Diversification according to sectors, currencies, seniority, etc.

No benchmark orientation – just the risk-return ration for every security and the fundamental prospects of individual issuers are significant

OPPORTUNITIES

  • Participation in growing bond markets (falling interest rate levels)
  • Regular interest payments
  • Added value from active portfolio management and individual stock selection
  • Exploit market inefficiencies
  • Broad diversification
  • High flexibility
  • Exchange rate gains
  • Established investment process

RISKS

  • Market, industry, and organisation-induced drops in stock prices
  • Incorrect assessment in selecting individual securities
  • Country risk
  • Exchange rate risk
  • Issuer risk and ratings downgrades
  • Interest rate change risk
  • Use of financial derivatives
  • Liquidity risk

FOR WHOM WAS THE LUNIS GLOBAL BOND OPPORTUNITIES FUND DEVELOPED?

  • Achievement of appropriate increase in value in consideration of the investment risk
  • Suitable for investors with a conservative risk budget who would like low to moderate price fluctuations in consideration of moderate overall risk but also moderate earnings potential
  • Investors who want to participate in the development of the global bond markets
  • Investors who place value on interest income from current interest rates
  • Long-term investment (investment period of at least 5 years)

PUBLICATIONS

For private individuals

LUNIS GLOBAL BOND OPPORTUNITIES FUND – PRIVATE
Fund portrait, fund profile, essential investor information, sales prospectus

Share class P(a) of the LUNIS Global Bond Opportunities Fund
WKN / ISIN: A2P23J / DE000A2P23J7

More Details!

 

For institutional investors

LUNIS GLOBAL BOND OPPORTUNITIES FUND – INSTITUTIONS
Fund portrait, fund profile, essential investor information, sales prospectus

Share class I(a) of the LUNIS Global Bond Opportunities Fund
WKN / ISIN: A2PPK0 / DE000A2PPK04

More Details!

CONTACT PERSON

SALIOU WILLI AMANN

M. Sc., Fund Manager

Saliou Willi Amann, M. Sc., has been the head of the Investment Office of LUNIS Vermögensmanagement AG since 2019. Prior to that, he was in portfolio management for the Vertiva Family Office in Stuttgart. In his function as department manager, he was responsible for guiding the LUNIS strategies as well as the fund selection, among others. He holds a Master of Science in Finance and Investment from the University of Exeter as well as a Bachelor of Science in International Business from the ESB Business School in Reutlingen.

SALIOU AMANN

Head of Investment Office & Portfolio Management