Kyron Fixed Income

The aim of the Fixed Income sub-fund is to achieve a long-term net positive performance with exposure to low risks, both in terms of credit as well as interest rate risks. The Fund invests, for the majority, in investment grade bonds with a short duration denominated in USD and is actively managed against its Benchmark, the Bloomberg Barclays US Aggregate 1-3 years.

 

Find more

Vehicle

UCITS V

Currency

USD

Nav

Daily

Inception date

29/05/2019

Kyron Equity Absolute Return

The aim of the Equity Absolute Return sub-fund is to achieve a long term positive absolute return with a short-term moderate risk through a combination of capital growth and income. 

The sub-fund will invest between 30% and 60% in shares of companies operating in developed countries, between 20% and 60% in units of other UCITS, and around 20% in Total Return Swaps having global stocks as main reference asset. It can also invest up to 10% in units of other UCITs.

 

Find more

Vehicle

UCITS V

Currency

USD

Nav

Daily

Inception date

29/05/2019

Kyron Global Smart Trend

The objective of the Sub-Fund is to offer investors net positive performance by investing in equity and debt securities; particular attention is dedicated to risk control by trying to minimize losses in the case of a market decline and optimizing returns, over a long-term investment horizon.

The Sub-Fund will invest mainly in ETFs (Exchange Traded Funds), that replicate the performance of an underlying index and whose units are listed and traded on a stock exchange. In particular the Sub-Fund will invest:

- In ETFs denominated mainly in EUR and USD with a maximum of 20% denominated in other currencies

- On average 60% and up to 90% in ETFs investing in equities and other similar securities

- Up to 15% in ETFs that invest in debt securities with a rating below investment grade.

 

Find more

Vehicle

UCITS V

Currency

EUR

Nav

Daily

Inception date

16/12/2019

Kyron Global Corporate ESG Bond

The objective of the Sub-Fund is to offer investors fixed income returns by investing in bonds issued by companies worldwide and with attention to their environmental, social and governance ("ESG") metrics.

The Sub-Fund will invest mainly in investment grade bonds, selected on the basis of fundamental analysis, with the following characteristics:

- denominated in USD

- issued by companies whose business activities are mainly in Developed Markets, or

- issued by governmental or quasi-governmental entities

- with at least 70% of the bonds having an ESG rating of the bonds of BBB or higher according to MSCI ESG Ratings.

 

Find more

Vehicle

UCITS V

Currency

USD

Nav

Daily

Inception date

13/12/2019

Kyron Global Equity ESG

The objective of the Compartment is to offer investors equity portfolio returns across a business cycle, by investing in stocks and integrating environmental, social and governance (“ESG”) considerations, while keeping the volatility in line with the long-term average of the asset class.

The following guidelines apply:

- Invest at least 60% of net asset in Large Cap. and no more than 40% in Mid Cap.

- At least 70% of its net asset invested in North American stocks.

- Target investments will be mostly denominated in USD and EUR.

- ESG score corresponds to a rating between best (AAA) and worst (CCC): the average ESG rating of the investments will be BBB or higher.

- Exclude companies that are involved in very severe ESG controversies, with the goal to invest the larger part of assets in companies with minor or moderate controversies.

- Use derivatives for hedging and investment purposes, with a maximum leverage of 30% of net assets.

 

Find more

Vehicle

UCITS

Currency

USD

Nav

Daily

Inception date

6/05/2020

Terms and Conditions

The website accessible at www.aism.lu is for information purpose only. Nothing contained herein constitutes or shall be deemed to constitute a financial, legal, tax or other advice of any kind and no information on the Website shall constitute or deem to constitute a solicitation or an offer to purchase or invest in, any financial products which are referred to on the Website.

If, in spite of the above, you were to take or consider taking an investment decision based on the information contained on the Website, then you expressly acknowledge and/or agree: that you must be, as the case may be, an investor who is legally or otherwise duly authorised to seek information about the funds referred to or described on the Website; that no investment decision shall be made solely on the basis of the information provided on the Website; that investment in any of the funds referred to on the Website can only be made after careful review, as the case may be with the assistance of its financial advisor, of the corresponding funds' or sub-funds' relevant documentation; that careful attention should, in particular, be given to, as the case may be, the articles of incorporation or management regulations, detailed prospectus or key investor information document, latest available annual and semi-annual reports, as applicable, and of the specific risks exposed in such documents; and that all investments involve risks and that it is your responsibility to collect relevant information about the risks inherent to any investment; that the value of investments and the income from them may go down as well as up and that you may not get back the amount originally invested, and that past performance is not a guide to future performance, hence that any past performance figures shown are not indicative of future performance.

Through this Site, Alpha Investor Services Management  will not collect any personal data about you (e.g. your name, address, telephone number or email address) unless you voluntary choose to provide us with this information (e.g. by registration, survey or some other means), provide your consent, or unless otherwise permitted by applicable laws and regulations for the protection of your personal data. The investment funds mentioned in the Website are not available to US persons unless otherwise indicated in their constitutional documents. Reasonable care has been taken to ensure that the information contained on this Website is accurate at the date of publication. However, no representation or warranty, express or implied, is made to its accuracy or completeness.

Select your region