Performance

Capital Preservation with Attractive Returns

The investment strategy is based on capital preservation, bottom-up analysis of credit risk and optimisation of relative value. Accunia is a specialised asset manager of credit asset classes; specifically private debt, high yield bonds and structured credit (e.g. ABS and CLO).

The annualized return has been 9.4%* since 2009 within our discretionary mandates.

*Verified by Deloitte on a yearly basis.

Historical Returns
2009201020112012201320142015201620172018201920202021*Ann. return
23.4%14.4%0.6%19.5%15.6%7.3%4.7%5.0%11.2%-0.6%10.6%3.2%3.7%9.5%
*Return YTD is calculated as of 30-04-2021.