This prestigious distinction recognizes the exceptional and consistent performance of the fund over the last three years in its institutional class, underlining DECALIA’s commitment to offering strong risk-adjusted returns. Le fonds a surperformé l’indice Bloomberg Barclays Global Aggregate USD Unhedged about 3.7% per year over the past three years (as of October 15, 2024).
Our investment strategy is based on a clear economic outlook since 2022, positioning us to anticipate a “soft landing” without imminent recession and a gradual normalization of rates through the Federal Reserve. Looking to the future, we maintain a cautiously optimistic viewforecasting moderate growth and controlled inflation, while continuing to seek selective opportunities and manage risks in various markets.
The 5-star rating from Morningstar is assigned only to 10% of the best funds of each category, based on a rigorous risk-adjusted return criteria and requiring a history of at least three years.
Fabrizio QuirighettiChief Investment Officer and Lead Portfolio Manager, commented: “Our team is thrilled to receive this recognition from Morningstar. The 5-star rating further confirms that our investment process can rival that of much larger fixed income firms.” He added: “Dans a market increasingly dominated by passive strategies, we remain convinced that active fixed income management is essentialbecause it allows us to find unique opportunities beyond the reach of large passive funds.”
HAS about DECALIA Global Income Fund
The DECALIA Global Income fund aims to generate a stable income stream through diversified allocation across a wide range of fixed income segments and securities. The fund’s flexible approach allows the management team to invest dynamically and efficiently in various types of bondsbased on their assessment of economic trends, valuation opportunities and risks.
Main characteristics of the DECALIA Global Income fund
– Global Reach: Flexible geographic allocation, with up to 30% exposure to emerging markets, allowing dynamic adjustments to target specific countries, currencies, sectors, capital structures or maturities as needed.
– Flexible credit ratings : The portfolio includes a broad range of credit ratings—ranging from investment grade to high yield and unrated securities—with an expected average investment grade rating.
– Superior risk-adjusted returns : Targeted volatility objective of 3 to 5% over a 3-year horizon, below an aggregated global index, with potential for improved returns.
For any additional information about the DECALIA Global Income fund or a DECALIA investment solution, please contact [email protected] or visit our website www.decalia.com
About the groupe DECALIA
Founded in Geneva in 2014, DECALIA SA is an investment management company focused on wealth management, asset management and private markets. With more than 70 employees and assets under management amounting to CHF 5.2 billion, DECALIA has experienced rapid expansion, in particular thanks to the active management experience accumulated over more than 30 years by its founders. Oriented towards practical solutions, DECALIA is entirely dedicated to generating higher risk-adjusted performance for its customers, while ensuring the highest level of service. The fundamental values that shape its DNA and guide its actions are devotion, innovation and team spirit. Its investment philosophy is based on several fundamental principles: rigorous risk management, capital preservation, an active management style and the selection of the best talents. DECALIA is regulated by FINMA thanks to a collective investment manager license. In addition to its headquarters in Geneva, the group has offices in Zurich and Milan.
