The Plenum Investments Index that tracks the returns of disaster bond funds within the UCITS format has now reached over 16% for the final 12-months, whereas the year-to-date return has now reached 15.2% for 2023 to the tip of November.
Catastrophe bond fund returns proceed to ship very robust efficiency in 2023, because the a lot larger spreads and pricing of cat bond primarily based danger switch proceed to drive fund managers outcomes.
The capital-weighted common return of the group of UCITS disaster bond funds tracked by Plenum Investments has now surpassed 16% for the final 12-months, as of the latest Index pricing on December 1st.
You can analyse the efficiency utilizing the Plenum CAT Bond UCITS Fund Indices, which tracks the efficiency of a basket of cat bond funds structured within the UCITS format, supplies a broad benchmark for the efficiency of cat bond funding methods.
As we’ve defined earlier than, there are recoveries in worth after hurricane Ian to contemplate, which has helped to propel this 12 months’s cat bond fund returns to close or above document highs.
These UCITS structured cat bond funds stay on-track to set an annual return document, which goes to be difficult to beat in future given the extra efficiency enhance from the recoveries in worth of sure cat bond positions after final 12 months’s hurricane proved much less impactful than initially feared.
You can analyse interactive charts for these UCITS cat bond fund indices right here, or by clicking on the picture beneath.
Year-to-date, by December 1st 2023, the common return of the lower-risk group of UCITS cat bond funds stood at 13.96% and the higher-risk group was 14.35%, whereas the capital-weighted common reached 15.2%.
With December’s figures nonetheless to include, the full-year efficiency for these UCITS disaster bond funds goes to be extraordinarily spectacular.
Analyse UCITS cat bond fund efficiency, utilizing the Plenum CAT Bond UCITS Fund Indices.
Analyse UCITS disaster bond fund property underneath administration utilizing our charts right here.
