Paris, June 26, 2025 – The independent French management company, IVO Capital Partners, is diversifying and expanding its range of international credit funds with the launch of a flexible short-duration bond fund in the Eurozone.
The IVO Euro Flexible Short Duration SRI fund is a flexible bond sub-fund invested primarily in euro-denominated bonds. With active and discretionary management, the fund aims for a net annualized performance exceeding the capitalized €STER index by 2%, while maintaining interest rate sensitivity between -1 and +3. The investment strategy is based on a diversified allocation between investment-grade and high-yield securities (up to a maximum of 50%), coupled with a rigorous ESG approach, compliant with Article 8 of the SFDR regulation.
The IVO Euro Flexible Short Duration SRI leverages the robust credit selection process developed by IVO Capital and quantitative risk calibration tools. It adopts a dynamic and flexible management approach, notably through a money market allocation of up to 50% of the portfolio, allowing for adjustments to exposure based on the macroeconomic environment. This fund will benefit from the recognized expertise of Frédéric Salomon, a long-standing specialist in flexible euro bond strategies, and the analyst teams at IVO Capital.
This launch marks a new stage in the development of IVO Capital Partners’ bond range, in response to the expectations of investors seeking flexible, transparent solutions adapted to changing environments.
“In a market environment marked by macroeconomic uncertainty, the IVO Euro Flexible Short Duration SRI fund adopts a flexible positioning based on a controlled tactical approach. This fund is designed to anticipate significant economic fluctuations and fully benefit from a still very favorable environment for carry in Europe.” – Frédéric Salomon – Senior Fund Manager at IVO Capital Partners
“The launch of this fund is part of our ongoing expansion of our business across all segments of international corporate debt, while maintaining our signature highly active management approach. With the evolution of the major balances of international trade over the past two decades, the international corporate debt market has emerged with new opportunities that we are eager to seize.” – Michael Israel – Chairman and Managing Director of IVO Capital Partners
About IVO Capital Partners
IVO Capital Partners is an independent French asset management company specializing in credit. Founded in 2012, IVO Capital manages over €1.7 billion in assets across international credit, both listed and unlisted. IVO Capital provides access to diversified investment universes, offering transparency and profitability in demanding markets and multiple geographic regions. The company distinguishes itself through active management by 34 multicultural and multilingual professionals and invests in more than 50 countries. Controlled by its management, alongside top-tier partners, IVO Capital is guided by a spirit of excellence, transparency and a strong entrepreneurial DNA.
This is a marketing communication. All data is sourced from IVO Capital Partners. All investments involve risks, including the risk of capital loss. Past performance is not indicative of future results. Press contact – Chiara Billy Lelandais – chiara@katchreyners.com – +33 6 33 72 75 59
