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
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021* 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% 5.0% 9.4%
*Return YTD is calculated as of 30-06-2021.