Strategies

Investment Grade Bond Stars Strategy

A high-conviction credit strategy focused on quality, stability, and long-term income.

Overview Investment Criteria Portfolio
Strategy Overview

The Investment Grade Bond Stars strategy is a concentrated portfolio of 15-30 bonds issued by large and mega-cap companies operating in growing global industries. Each position is selected through rigorous, bottom-up analysis of industry-leading businesses with strong balance sheets, competitive moats, and the capacity to thrive in most economic environments.

The strategy takes a global perspective but applies a highly selective lens, seeking only the most durable issuers capable of delivering consistent income and low volatility over time. Since inception, the strategy has exhibited a volatility of just 3.7%.

Investment Criteria

All companies considered for the strategy must pass our quality checklist:

  • All issuers considered for the strategy must pass our quality checklist:
  • Global industry leadership and sustainable business models
  • Strong credit fundamentals and conservative capital structures
  • Resilient cash flow profiles and prudent capital allocation
  • Exposure to long-term growth industries


Only investment-grade issuers that meet our standards are brought forward for portfolio consideration. We avoid complex structures and speculative credit exposures.
Portfolio Construction
  • Holdings: 15-30 investment-grade corporate bonds
  • Universe: Global issuers with strong fundamentals and scale
  • Turnover: Low, reflecting conviction and stability
  • Exclusions: No derivatives, no leverage, no high-yield credit
  • Style: High conviction, low volatility, income-focused
Strategy Documents
Fact Sheets KIIDS PRIIPS Documentation Reporting

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The KIIDs (Key Investor Information Docs) for each share class provide you with key investor information about the World Stars Global Equity Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the KIID so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

KIID Share | Class A1

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KIID Share | Class A1H

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KIID Share | Class A1 ENG

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KIID Share | Class A5

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KIID Share | Class B1

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The PRIIP KIDs (Packaged Retail and Insurance Investment Product Key Information Document) for each share class provide you with key investor information about the Star Multi-Asset Income Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the PRIIP so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

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Your subscription is on the basis of the Prospectus of the Alpha UCITS SICAV, the umbrella fund for the World Stars Global Equity Fund. The Special Section gives you information that is unique to the World Stars Global Equity Fund.

If you wish to invest directly, then you can open an account directly using the Account Opening Form. Once your account is opened, you can subscribe for more shares using the Subscription Form.

Full Prospectus I ENG

Abridged Prospectus | ENG

Full Prospectus | CH

Abridged Prospectus | CH

Account Opening Form for Entities

Account Opening Form for Retail Investors

Redemption Form

Conversion Form

Transfer Form

Subscription Form

Annual Report | 2025

Annual Report | 2024

Half Year Report | 2024

German Tax Report 2024

Annual Report | 2023

Half Year Report | 2023

German Tax Report 2023
Whether advising institutions, fiduciaries or families, our role is consistent: to preserve and grow our clients' capital through discipline, transparency, and partnership.
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