Strategies
- All investment strategies have the potential for profit and loss and strategy performance targets are not guaranteed.
With a global opportunity set, we invest in government bonds and currencies, emerging market bonds, investment grade and high yield.
FIXED INCOME
Emerging Markets BondsBenchmark: JP Morgan GBI-EM Global Diversified (un-hedged)
Objective: +1% p.a. over rolling three-year periods vs benchmarkHOW TO INVEST
More information on our funds can be found on our Funds and Prices page
If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.
Global Strategic BondTypical Number of Holdings: 60-80
Benchmark: 70% ICE BofAML Global Corporate Index/30% ICE BofAML Global High Yield Index (hedged U$)
Objective: +2% p.a. over rolling five-year periods vs benchmarkFURTHER INFORMATION
> Philosophy and Process
> Quarterly Strategy UpdateHOW TO INVEST
More information on our funds can be found on our Funds and Prices page
If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.
High YieldTypical Number of Holdings: 50-90
Maximum Stock Position: 3% relative, capped at 5% absolute
Benchmark: ICE Bank of America Merrill Lynch European Currency High Yield Constrained Index (hedged to client's base currency)
Objective: +1% p.a. over rolling three-year periods vs benchmarkFURTHER INFORMATION
> Philosophy and Process
> Quarterly Strategy UpdateHOW TO INVEST
More information on our funds can be found on our Funds and Prices page
If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.
Investment Grade CreditInvestment Grade Bond
Typical Number of Holdings: 50-90
Benchmark: ICE Bank of America Merrill Lynch Sterling Non Gilt Index
Objective: +0.75% p.a. over rolling three-year periods vs benchmarkInvestment Grade Long Bond
Typical Number of Holdings: 50-90
Benchmark: ICE Bank of America Merrill Lynch Sterling Non Gilt over 10 years Index
Objective: +0.75% p.a. over rolling three-year periods vs benchmarkFURTHER INFORMATION
HOW TO INVEST
More information on our funds can be found on our Funds and Prices page
If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.
Sterling AggregateBenchmark: 50% ICE Bank of America Merrill Lynch non Gilt Index, 50% FT-Actuaries All Stock Index
Objective: +1% p.a. over rolling three-year periods vs benchmarkHOW TO INVEST
More information on our funds can be found on our Funds and Prices page
If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.
Strategic BondBenchmark: 70% ICE Bank of America Merrill Lynch non Gilts, 30% ICE Bank of America Merrill Lynch European Currency High Yield Constrained Index
Objective: +1% p.a. over rolling three year periodsHOW TO INVEST
More information on our funds can be found on our Funds and Prices page
If you'd like further information on how to invest in our range of investment capabilities and services, please get in touch.
- Insights
To access the full range of our investment thinking visit our Insights section.
Governance & SustainabilityRead why as active managers we assess the quality of all aspects of a company we choose to invest in.
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