Dogma Renovatio Credit Fund, January 2025
This document was prepared by Danilo, G. Onorino for information and marketing purposes. Past performances are not guarantee of future returns. This communication is not an offer or a recommendation to buy/sell financial instruments.
January 2025 saw a dynamic interplay of market gains and sector-specific challenges. Investors navigated technological disruptions and geopolitical tensions, emphasizing the need for strategic diversification and disciplined risk management. The month started on stable ground but ended with heightened volatility, driven by headline risks such as the DeepSeek developments and renewed tariff rhetoric from newly elected President Trump.
Here a summary:
Spx was up 2.70%
Ndx was up 2.27%
LQD was up 0.58%
HYG was up 1.36%
Bloomberg Global Green Bond Index was up 0.34%
We will refer to the A-Class USD shares, ITD Dogma Renovatio Credit Fund scored the following performance:
1) Chart against the Main Credit Indices/ETFs (Source: Bloomberg)
2) Chart against the Green Bonds Indices-Alternative Energy (Source: Bloomberg)
Dogma Renovatio Credit Fund recorded performance was up 0.50% in January 2024, marking a month of outperformance versus indices and peers.
We will be pleased to share further updates with you in the coming month.
Warm regards,
Danilo G. Onorino