Model Portfolios

Fundamentally-driven High-Conviction Credit Portfolios

Regional model portfolios showcasing core, high-conviction holdings, providing guidance for asset managers pursuing high-yield and crossover investment strategies.

View Model Portfolios

Lucror High Yield & Crossover Model Portfolios

Lucror’s regional Model Portfolios aim to provide an enhanced return to their respective index, based on high-conviction, fundamentally risk-averse credit selection, with a small allocation to riskier credits for yield pick-up.

  • The European high yield Model Portfolio commenced on 12 August 2016 and comprises EUR-denominated high yield corporate credits from European issuers.
  • The Asian high yield and crossover Model Portfolio commenced on 2 April 2013 and comprises Asian crossover credits issued in USD.
  • The LatAm high yield and crossover Model Portfolio commenced on 29 June 2018 and comprises LatAm bonds issued in USD. The investment universe is restricted to non-financial corporate issuers.