The fund invests in corporate fixed-income securities issued by high-yield entities, mainly from the US. One main feature of the investment is the considerable diversification of issuers, intended to dilute risk as much as possible. It is classified under Article 8 of the SFDR.
Funds
Fixed income
EDM Credit Portfolio
- Category USA High Yield Fixed Income
- SFDR Article 8
- Domicile Luxembourg
Heritage
30.709.310,13€
YTD Return
5,38%
Net asset value
100,720000€
Year
2023
8,85%
2022
-14,66%
2021
2,90%
2020
0,00%
2019
0,00%
1 month
-0,15%
3 months
1,01%
1 year
9,75%
Product Sheet
- ISINLU2257846639
- DepositoryCaceis Investor Services Bank S.A.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhouseCoopers Auditores SL.
Past yields do not guarantee future yields.
Since its creation, the EDM Group has managed funds and SICAVS with different investment profiles and registered offices. Their performances achieved very long periods, unusual among independent managers.
The date of inclusion of this Luxembourg fund is the following: EDM Credit Portfolio L € : 18-01-2021
Managers
Karina Sirkia
Reports and documents
Fund datasheet € Class R
Fund datasheet $ Class R
Fund datasheet € Class L
Fund datasheet $ Class L
DFI € Class R
DFI $ Class R
DFI € Class L
DFI $ Class L
Full prospectus
Pre-contractual information related to sustainability
EDM Credit Portfolio 2024
EDM Credit Portfolio 2019-2024