The fund has been designed for investors who don’t require the additional diversification characteristics of duration, and who want to reduce the probability of a negative total return from their fixed income allocation.
"We assess credit markets from multiple perspectives, which helps us to identify potential risks and improve the capital stability of the fund."Simon Warner, Global Chief Investment Officer, Fixed Income
Provides access to a wide variety of alpha sources throughout the market cycle
Invests in a diversified portfolio of global investment strategies across countries, currencies, sectors and securities.
Aims to minimise the occurrence of negative returns
The fund avoids a high allocation to corporate bonds and short volatility strategies.
Acts as a diversifier to other asset classes in a balanced portfolio
Provides low correlations to other mainstream markets.
Managed by an experienced team with a strong focus on risk management
A continuous track record of more than 40 years in the fixed income market; investment managers have a depth of experience across fixed income sectors.
What are the key risks?
The key risks of the fund relate to interest rates, credit and derivatives. Prospective investors should refer to the Information Memorandum and consider factors relating to investment risks. As a result of risk factors, as well as other risks inherent in any investment, an investment in the fund is not appropriate for all investors. There can be no assurance that the fund will meet its investment objective or that investors will receive a return of their capital. Prospective investors should consult with their own advisors before deciding to invest in the fund.