DNCA Invest Alpha Bonds
International Multi-strategies Bonds
Art.8
Key points
Focus on multi-strategy, flexible and international bond management.
- Flexible and international management, active management of sensitivity between [-3 ; +7].
- A dynamic allocation using a wide range of ESG bond strategies.
- An investment process that combines analysis of the macroeconomic environment and valuations with rigorous risk management.
NAV
€130.35
Risk indicator
Lower risk
Higher risk
Risks :
- Risk of capital loss
- Interest-rate risk
- Risk relating to discretionary management
- Credit risk
- Inflation risk
- Counterparty risk
- Risk related to investing in speculative securities
- Risk of investing in derivative instruments as well as instruments embedding derivatives
- Convertible securities risk
- Specific Risks linked to Convertible, Exchangeable and Mandatory Convertible Bonds
- Risk related to exchange rate
- Liquidity risk
- High volatility risk
- Equity risk
- ESG risk
- Sustainability risk
performance and volatility
as of 2025-06-03
Year-to-date performance
+2.78%
+4.23%
+5.13%
+16.20%
3.20%
Footnotes
*The inception date of the Fund is 2017-12-14
Portfolio Managers
Pascal Gilbert
Pascal Gilbert began his career in 1987 at Banque Fédérative du Crédit Mutuel as a prop trader. In 1998 Pascal joined Banque de Financement et de Trésorerie where as Head of Eurozone bond portfolio management. He then joined La Française in 2001 as Head of bond funds, he was in charge of a team of seven and he managed more than €15bn, including the Multistratégies Obligataires Fund which was rated 5 stars by Morningstar. He was ranked AAA by Citywire.
In September 2017, Pascal Gilbert joined DNCA Finance.
In September 2017, Pascal Gilbert joined DNCA Finance.
Pascal Gilbert
Pascal Gilbert began his career in 1987 at Banque Fédérative du Crédit Mutuel as a prop trader. In 1998 Pascal joined Banque de Financement et de Trésorerie where as Head of Eurozone bond portfolio management. He then joined La Française in 2001 as Head of bond funds, he was in charge of a team of seven and he managed more than €15bn, including the Multistratégies Obligataires Fund which was rated 5 stars by Morningstar. He was ranked AAA by Citywire.
In September 2017, Pascal Gilbert joined DNCA Finance.
In September 2017, Pascal Gilbert joined DNCA Finance.
Pascal Gilbert
Pascal Gilbert began his career in 1987 at Banque Fédérative du Crédit Mutuel as a prop trader. In 1998 Pascal joined Banque de Financement et de Trésorerie where as Head of Eurozone bond portfolio management. He then joined La Française in 2001 as Head of bond funds, he was in charge of a team of seven and he managed more than €15bn, including the Multistratégies Obligataires Fund which was rated 5 stars by Morningstar. He was ranked AAA by Citywire.
In September 2017, Pascal Gilbert joined DNCA Finance.
In September 2017, Pascal Gilbert joined DNCA Finance.
Pascal Gilbert
Pascal Gilbert began his career in 1987 at Banque Fédérative du Crédit Mutuel as a prop trader. In 1998 Pascal joined Banque de Financement et de Trésorerie where as Head of Eurozone bond portfolio management. He then joined La Française in 2001 as Head of bond funds, he was in charge of a team of seven and he managed more than €15bn, including the Multistratégies Obligataires Fund which was rated 5 stars by Morningstar. He was ranked AAA by Citywire.
In September 2017, Pascal Gilbert joined DNCA Finance.
In September 2017, Pascal Gilbert joined DNCA Finance.
Pascal Gilbert
Pascal Gilbert began his career in 1987 at Banque Fédérative du Crédit Mutuel as a prop trader. In 1998 Pascal joined Banque de Financement et de Trésorerie where as Head of Eurozone bond portfolio management. He then joined La Française in 2001 as Head of bond funds, he was in charge of a team of seven and he managed more than €15bn, including the Multistratégies Obligataires Fund which was rated 5 stars by Morningstar. He was ranked AAA by Citywire.
In September 2017, Pascal Gilbert joined DNCA Finance.
In September 2017, Pascal Gilbert joined DNCA Finance.
Pascal Gilbert
Pascal Gilbert began his career in 1987 at Banque Fédérative du Crédit Mutuel as a prop trader. In 1998 Pascal joined Banque de Financement et de Trésorerie where as Head of Eurozone bond portfolio management. He then joined La Française in 2001 as Head of bond funds, he was in charge of a team of seven and he managed more than €15bn, including the Multistratégies Obligataires Fund which was rated 5 stars by Morningstar. He was ranked AAA by Citywire.
In September 2017, Pascal Gilbert joined DNCA Finance.
In September 2017, Pascal Gilbert joined DNCA Finance.
Breakdown by country