Inflows to the fund have been strong, especially since the end of 2012, driven by good performance. At 27 February 2015 net annualised performance was 17.92% versus 3.82% for its benchmark index since inception.1
H2O MultiBonds offers active, conviction-based and relatively unconstrained management. This approach replicates the team’s discretionary views across all fixed-income and currency markets in developed and emerging countries. The fund seeks to outperform its benchmark index (JP Morgan Government Bond Index Broad) by at least 2% (I share) over a three-year investment horizon.
1 Source H2O Asset Management. - FR0010930438 Share I(C) EUR. Performance from 23/08/2010 to 27/02/2015. Figures refer to past years and past performance is not a reliable indicator of future results.