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Descartes Credit Return 2028

Launched in 2024, the Descartes Credit Return 2028 fund aims to invest exclusively in AAA (minimum 75%) and AA tranches of short-duration European CLOs. This fund maturing in June 2028 offers investors a very conservative credit risk profile while providing an attractive return. It offers daily liquidity.

 

Descartes Credit Return 2028 is labeled SFDR Article 8.

General Information

Legal Status / Classification SICAV - UCITS
Juridiction Luxembourg
Management Company Société Générale
Investment Manager Cartesia
Average Portfolio Rating AA+
Liquidity Daily
ISR Risk index 2/7
Maturity June 2028
SFDR Classification Article 8
Custodian Société Générale
Launch Date 14/01/2024

Performance

October
+0,30%
YTD
+3,61%
2023
n/a
1 year
n/a
2 years
n/a
3 years
n/a
Since inception
+3,61%

Share class EBA – LU2662655732 as of 31/10/2024. Source: Cartesia

Risk profile

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5
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7
Lower riskLow Higher riskHigh

Disclaimer

These elements are provided for information purposes only. They are not contractually binding and do not constitute an investment advice or proposal. The data presented herein have not been verified by the auditors of the funds. Past performance is not indicative of future results. The capital invested in the funds is not guaranteed, and the investor may lose all or part of their investment. Investment in the fund may be subject to restrictions for certain individuals or countries. Tax treatment depends on each individual’s situation. Risks factors and fees are described in the prospectus and others offering documents, and for UCITS, in the KIID (Key Investor Information Document), which must be provided at the time of subscription. The information and/or statistics presented in this document come from sources that Cartesia considers reliable but cannot any liability. The views, assumptions, calculations and estimates reflect Cartesia’s own analysis, based on information available at the time of publication, but may change at any time. The parameters used reflect common and conservative assumptions by Cartesia, but their accuracy cannot be guaranteed. These views are also summarized and therefore may be inaccurate or incomplete. Cartesia is regulated by the Autorité des Marchés Financiers.