Threadneedle European Short-Term High Yield Bond Fund
The Threadneedle (Lux) European Short-Term High Yield Bond Fund is a total return bond strategy that follows a ‘buy and hold’ approach to exploit opportunities in short maturity European high yield corporates.
Reasons to invest
Attractive risk-adjusted return profile
Managed to short final maturity, rather than duration
Trusted investment team
Fund at a glance
Active, bottom-up, total return approach
✔ Aims to deliver income
✔ Focus on issuer and security selection – less sensitive macro influences
✔ Not managed to benchmark
Conservative risk profile
✔ Lower volatility than European High Yield Market
✔ Managed to final maturity, rather than duration, limiting drawdown and interest rate sensitivity
✔ 80% portfolio in securities with maturity ≤ 4yr, expected duration < 2yr
Experienced team, established proces
✔ Mirrors proven investment philosophy and process of Threadneedle European High Yield Strategy
✔ Delivering our strong High Yield capabilities in a short maturity format
Why take a short-maturity approach?
Read more on the benefits of a short maturity approach in Roman’s viewpoint High Yield Bonds: A mature approach.
Insights
In Credit - Weekly Snapshot - July 2020
Portfolio Managers
Gareth Simmons joined the company in 2011 and is currently a portfolio manager and investment analyst in the European High Yield Bond Team. His portfolio management responsibilities include the management of an enhanced ESG (Environmental, Social & Governance) high yield strategy. As a senior investment analyst he also has specific responsibility for the telecom, media and technology (TMT) sectors.
Prior to joining the company, Gareth was a sell-side TMT credit analyst at Morgan Stanley.
Gareth has a BSc (Hons) in Natural Sciences from the University of Durham and he also holds the Investment Management Certificate.
Key Risks
Investment risk
Currency risk
Counterparty risk
Issuer risk
Liquidity risk
Inflation risk
Interest rate risk
Valutation risk
Investment in derivatives
Volatility risk
Important information: Threadneedle (Lux) is a Luxembourg domiciled investment company with variable capital (“SICAV”), managed by Threadneedle Management Luxembourg S.A.. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The SICAV´s current Prospectus, the Key Information Document (KID) and the summary of investor rights are available in English and/ or in local languages (where applicable) from the Management Company Threadneedle Management Luxembourg S.A., International Financial Data Services (Luxembourg) S.A., your financial advisor and/or on our website www.columbiathreadneedle.com. Threadneedle Management Luxembourg S.A. may decide to terminate the arrangements made for the marketing of the SICAV.
Issued by Threadneedle Management Luxembourg S.A. registered with the Registre de Commerce et des Sociétés (Luxembourg), Registered No. B 110242, 44 rue de la Vallée, L-2661 Luxembourg, Grand Duchy of Luxembourg.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
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