2. Institutional Investors

    Strategies

  3. 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.
  4. FIXED INCOME

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

    FURTHER INFORMATION

    > Philosophy and Process

    HOW TO INVEST

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Typical 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 benchmark over rolling five-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

    HOW TO INVEST

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Typical Number of Holdings: 50-90
    Maximum Stock Position: 3% relative, capped at 5% absolute
    Benchmark: ICE Bank of America Merrill Lynch European Currency Constrained Index (HPC0)
    Objective: +1% p.a. over benchmark over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    > Quarterly Strategy Update

     

    HOW TO INVEST

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    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 benchmark over rolling three-year periods

    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 benchmark over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    HOW TO INVEST

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Benchmark: 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

    HOW TO INVEST

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    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

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

  6. Mutual Fund Range

    Find out more about our full range of mutual funds.

    Governance & Sustainability

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