Investment Objectives and Strategies

The primary objective of the KKP Income-H-R Fund is to generate consistent income while preserving capital. To achieve this, the fund adopts a diversified investment strategy that balances risk and return.

Investment Strategies



  • Global Fixed-Income Focus: The fund primarily invests in a mix of government bonds, corporate bonds, and other fixed-income securities from both domestic and international markets.

  • Active Portfolio Management: The fund’s management team continuously adjusts the asset allocation based on market conditions to optimize returns and reduce risk.

  • Risk Control Measures: Strategies such as currency hedging and credit risk management help protect the fund’s value from market fluctuations.


The fund’s currency hedging (H-R) strategy helps reduce foreign exchange risk for investors, ensuring that currency fluctuations do not significantly impact returns.

Types of Investments in the KKP Income-H-R Fund


The fund's portfolio consists of a diversified mix of high-quality assets, including:

1. Government Bonds



  • Provides stability and low default risk

  • Includes both domestic and international sovereign bonds


2. Corporate Bonds



  • Issued by high-credit-rated companies

  • Offers higher yields compared to government bonds


3. Fixed-Income Instruments



  • Includes structured credit products, mortgage-backed securities (MBS), and other fixed-income derivatives

  • Enhances diversification and yield potential


4. Cash and Short-Term Investments



  • Helps maintain liquidity and flexibility for the fund shutdown123

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