
BOVAM VILHENA HIGH YIELD FUND REPORTS 6.25% ANNUALISED YIELD
An opportunity in higher-risk and higher-reward investments
The Vilhena High Yield Fund has continued to attract investor interest, reporting an annualised income yield of 6.25% as of 30th June 2025. Launched in 2006, the Fund now holds over €100 million in assets, with growth exceeding €25 million in the past five years.
The Fund is designed to provide investors with a diversified and carefully selected portfolio, consisting mainly of sub-investment grade and unrated corporate bonds. Available in Euro and US dollar share classes, it is aimed at investors prepared to accept a higher level of risk in exchange for the potential of higher returns, both through income and capital appreciation.
The Fund deals daily and distributes income quarterly (30 April, 31 July, 31 October, and 31 January). The minimum initial investment is €2,000 or US$2,000, with a monthly investment plan starting at €50 or US$50, and an initial charge of up to 3.5%.
As part of the ongoing High Yield Fund campaign, running until 30 September 2025, Uli Gerhard, Senior Portfolio Manager at Insight Investments Management (Global) Limited, the sub-investment management company of the Fund, delivered an expert session on the European corporate credit market to BOV employees working within the front-line. He noted that credit fundamentals remain solid, default rates are low, and around 65% of the high yield market is rated BB. Gerhard emphasised that performance in high yield is primarily driven by detailed bottom-up credit selection, with the Fund’s portfolio built around approximately 100 carefully chosen companies.
- August 14, 2025 No comments Posted in: Business Tags: BOVAM vilhena