Sequoia Alpha Series 1 provides 100% leveraged exposure to any positive performance of the NXS DNCA Alpha Bond ER VT 5% Index (“Index”) over a period of 3 years via a limited recourse loan for a Total Investment Cost of 6.9%. This index tracks the performance of the DNCA Invest Alpha Bonds fund.

DNCA Invest Alpha Bonds

With ~13bln AUM, DNCA Invest Alpha Bonds is a flexible, active, absolute return fund investing with dynamic allocation across a broad range of fixed income strategies including an ability to take either long or short positions. The fund has been able to generate consistent outperformance, including 2022 amidst a major bond market sell-off.

About the Manager – DNCA Investments

DNCA Investments is the manager of the Underlying Fund. The Manager was founded in 2000 and specialises in a conviction-based investment approach across different assets classes, management styles, and geographical regions.

The Manager’s experienced team develops investment products for private and institutional clients, with an investment offering organised around five areas of expertise (fixed income, absolute return, multi-asset, equities, and socially responsible investment). As at 31 March 2023, the Manager operates 46 funds totalling €29.5 billion in AUM.

A Summary of the key features:

More information on Sequoia Alpha Series 1 can be obtained by downloading the PDS.