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Bantleon aligns successful corporate hybrids fund with ESG criteria

Media Release |
Gerd Lückel, Member of the Executive Board Bantleon Invest AG

The asset manager Bantleon has aligned the investment strategy of the institutional mutual fund Bantleon Hybrid Corporate Bonds, which has been successfully managed since 2016, with sustainability criteria. Going forward, the bond fund will take into account the investment limits of the BVI concept and the criteria of the BaFin guideline for sustainable investment funds. It therefore complies with Article 8 of the EU Sustainable Finance Disclosure Regulation and is also suitable for investors with sustainability preferences within MiFID II and IDD (Article 8+) thanks to the integrated consideration of Principal Adverse Impact (PAI) indicators. This positioning is reflected in the new fund name Bantleon Select Corporate Hybrids ESG. In order to make the successful strategy accessible to private investors, a corresponding share class has also been incepted. 

Sweet spot on the bond market

»By consistently positioning our investment strategy in line with ESG criteria, we are responding to the requirements of numerous institutional clients and sales partners,« explains Gerd Lückel, member of the Executive Board of Bantleon Invest AG. »With Bantleon Select Corporate Hybrids ESG, sustainability-oriented investors can also benefit from the attractive characteristics of corporate hybrids, which are considered a sweet spot on the bond market.« These subordinated bonds enable returns similar to those of high-yield bonds – with the difference that the issuers have a significantly lower default probability. The recovery phases following drawdowns are also significantly shorter than in the high-yield segment.

Two mutual funds for subordinated bonds issued by industrial companies

Bantleon offers institutional and private investors two mutual funds that invest exclusively in subordinated bonds from investment-grade industrial companies – the subordinated bonds themselves are usually rated two levels below: Bantleon Select Corporate Hybrids and Bantleon Select Corporate Hybrids ESG. While Bantleon Select Corporate Hybrids is defensively positioned and complies with Article 8, Bantleon Select Corporate Hybrids ESG is slightly more offensive and serves sustainability preferences within MiFID II and IDD (Article 8+) by taking PAI indicators into account. Additionally, there are segregated accounts for institutional investors. In total, Bantleon manages about 840 million euros in corporate hybrids.

Marcus Dominik Runkel
Head of Corporate Communications
Telephone +49 511 288 798 33
+41 41 728 77 58

Legal Notice

This marketing communication is an advertisement. It shall neither be seen as an investment advice nor a recommendation or request for a purchase or sale of a product. The given information can and should not replace an individually coordinated consultation by persons qualified for this purpose. All statements are based on the information currently available to Bantleon and can be changed without any notification. The full details of the mutual funds are described in the respective prospectuses, the key information document (PRIIP-KID) and the semi-annual and annual reports. These documents are the only binding basis for a purchase of fund shares. They are available free of charge on www.bantleon.com or can be ordered in printed form from Bantleon Invest AG, An der Börse 7, 30159 Hannover (Fund Management Company in Germany) or Bantleon GmbH, An der Börse 7, 30159 Hanover, from Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, 1100 Vienna (Contact and Information Agent in Austria), Bantleon AG, Claridenstrasse 35, 8002 Zurich (Representative in Switzerland) or UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich (Paying Agent in Switzerland). Performance calculations are based on the daily fund share prices and the reinvestment of income (BVI method). All costs within the fund are taken into consideration, expect the subscription fee. Additional fees, commissions and other costs can be charged at the time of buying. These costs are not taken into account in the calculations presented here and can have a negative impact on performance. Past performance is not indicative of future results. The issued shares of the mutual funds are only allowed to be offered or sold in legal jurisdictions where such an offer or sale is permitted. In particular, the shares cannot be offered or sold within the United States of America nor to or on behalf of US citizens or persons living in the United States of America or anyone qualifying as a US person according to the applicable regulations in the United States of America. This document and its content are not allowed to be distributed within the USA. The distribution and publication of this document as well as the offer and sale of shares may also be subject to restrictions in other legal jurisdictions. The information herein has been compiled with the utmost care and attention. However, no responsibility is taken for the correctness and completeness of this information. Any liability for possible losses directly or indirectly linked to this information is excluded. If in this publication the term »Bantleon« is used without any further specification, it refers to Bantleon AG, domiciled in Zurich (Switzerland), and all its associated companies, in particular subsidiaries (also referred to as the »Bantleon Group«). This is a translation of the German disclaimer. The German version shall be binding for the interpretation of this advertisement.

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