1. Strategies

  2. With a global opportunity set, we invest in government bonds and currencies, emerging market bonds, investment grade and high yield. 

    All investment strategies have the potential for profit and loss and strategy performance targets are not guaranteed.

  3. FIXED INCOME

    Emerging Markets Bonds

    Benchmark: JP Morgan GBI-EM Global Diversified (un-hedged)
    Objective: +1% p.a. over rolling three-year periods vs benchmark

    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.

    Global Credit

    Typical Number of Holdings: 60-80
    Benchmark: Bloomberg Barclays Global Credit Index, hedged to client's base currency
    Objective: +2% p.a. over rolling five-year periods vs benchmark

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    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.

    High Yield

    Typical 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 benchmark

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    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.

     

    Investment Grade Credit

    Investment 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 benchmark

    Investment 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 benchmark

    FURTHER INFORMATION

    > Philosophy and Process

    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 Aggregate

    Benchmark: 50% ICE Bank of America Merrill Lynch non Gilt Index, 50% FT-Actuaries All Stock Index
    Objective: +1.5% p.a. over rolling three-year periods vs benchmark

    FURTHER INFORMATION

    > Philosophy and Process document


    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.

     

    Strategic Bond

    Benchmark: 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 periods

    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.

  5. Insights

    To access the full range of our investment thinking visit our Insights section.
    Governance & Sustainability

    Read why as active managers we assess the quality of all aspects of a company we choose to invest in.