La stratégie à court terme «Enhancedyield» de Muzinich a reçu un prix dans le cadre des Refinitiv Lipper Fund Awards (Suisse) dans la catégorie Obligations mondiales à court terme sur une base de performance de trois ans.

La stratégie vise à protéger le capital en termes nominaux et corrigés de l’inflation et à générer des rendements qui sont supérieurs à ceux obtenus par les titres publics de durée similaire. Il s’agit d’un portefeuille de courte durée et bien diversifié qui consiste en des obligations High Yield et Investment Grade américaines et européennes présentant ce que l’entreprise considère comme des caractéristiques risque-rendement attrayantes.

«Nous sommes les heureux gagnants d’un prix Refinitiv Lipper Fund Awards 2021 (Suisse) dans la meilleure catégorie Obligations mondiales à court terme sur trois ans. Nous pensons que ce prix souligne notre expertise en matière de génération de revenus et met l’accent sur l’obtention de rendements ajustés aux risques pour nos clients, ce qui est étayé par notre volonté de préserver le capital», a déclaré Tatjana Greil Castro, gestionnaire de portefeuille de la stratégie.

A propos de Muzinich & Co. « Muzinich & Co. » and/or the « Firm » referenced herein is defined as Muzinich & Co., Ltd. and its affiliates. Muzinich & Co. is a privately owned, institutionally focused investment firm specializing in public and private corporate credit. The Firm was founded in New York in 1988 and also has offices in London, Florida, Frankfurt, Madrid, Manchester, Milan, Paris, Dublin, Singapore, Zurich, Geneva, Sydney and Hong Kong. Muzinich offers a broad range of corporate credit funds across both developed and emerging markets and manages US $39bn in fixed income credit assets as of 31 January 2021. Muzinich & Co. has been an investment manager signatory of the UN supported Principles for Responsible Investment since 2010. The PRI is the world’s leading proponent of responsible investment. It works to understand the investment implications of environmental, social and governance (ESG)
factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.
https://www.unpri.org/signatories/muzinich-and-co/1519.article.

The award mentioned above may not represent investor experience with Muzinich & Co. or Muzinich funds or services, nor do they constitute a recommendation of Muzinich & Co. or its services. The award is based on surveys that are not limited to investors in Muzinich funds and have not included all of Muzinich & Co investors. The description of the award and the selection methodology for the award is subjective, full details of which are available here:
https://www.lipperfundawards.com/Awards/Switzerland/2021/Fund.

The award is not indicative of past or future performance. Past performance is not indicative of future results. Future returns are not guaranteed and a loss of principal may occur. Descriptions of, or references or access to other publications do not imply endorsement of those publications. In addition, the information on this page, including links, are not aimed at any US Person (as defined in Rule 902 by Regulation S of the US Securities Act 1933) and are not for distribution and do not constitute an offer to or solicitation to buy any securities in the U.S. This press release is qualified for issuance to members of the financial press and media in Switzerland only and outside the United States and is for information purposes only. Nothing contained herein is intended to constitute investment, legal, tax, accounting or other advice. Views and objectives are for informational purposes only and are subject to change. Issued by Muzinich & Co. (Switzerland) AG. Registered in Switzerland No. CHE389.422.108. Registered address: Tödistrasse 5, 8002 Zurich, Switzerland.

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