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.
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
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
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
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
For institutional investors
LUNIS GLOBAL BOND OPPORTUNITIES FUND I
For private individuals
LUNIS GLOBAL BOND OPPORTUNITIES FUND P
M. Sc., Fund Manager
Julian Bösch, M. Sc., has been part of the LUNIS team since January 2019 and specialises in supporting innovative investment strategies in the equity sector. He works in particular with the future-oriented areas of biotechnology and digitalisation. He brings many years of experience in portfolio management of complex investment strategies and in the trade of various public funds. Julian Bösch has been a member of numerous investment committees for several years as a specialist in capital markets and securities. He started his career in a family office and guided the establishment of the portfolio management for a wealthy family from the pharmaceutical sector. He holds a master’s degree in economics from the University of Basel with distinction.
