KIS FINANCIAL INCOME

Financial Income is a flexible bond sub-fund of the Luxembourg-based Sicav, Kairos International Sicav, which invests in the financial sector  with a predominantly European focus.

The objective of the product is to offer capital appreciation in the medium to long term.

The portfolio is built of debt securities such as convertible contingent instruments, hybrid securities, subordinates and senior bonds; the minimum investment limit in securities issued by corporates in the financial sector is 50%.

The investment style is top-down, supported by a careful bottom-up analysis of both issuers and the issues.

Identity card

Category

Flexible fixed-income fund

Management style

Total return management style with a diversified approach combining bottom-up and top-down analyses

Investment universe

European financial instruments issued by financial institutions with a particular focus on subordinated bonds

Objective

Take advantage of the opportunities offered by the financial sector by investing in debt instruments

Level of risk
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

Selling points

For investors seeking a fund that can extract added value through the expert timing of investments in the financial bond market
Expert team
For investors seeking a fund that can reduce idiosyncratic risk
Focus on efficiency
For investors seeking a fund that can exploit market assymetries
Different issues and currencies

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