Our investment grade funds aim to deliver consistent risk-adjusted returns by limiting their investment universe predominantly to securities deemed to be higher quality and at a lower risk of default.

Portfolios are managed against a reference index or with a defined target return. The team’s high conviction approach is heavily based on managing risk and limiting volatility, while targeting relative value by geography, sector and security to deliver alpha for the portfolio.

Funds invest predominantly in investment grade, fixed rate bonds, though portfolio managers have the ability to make limited allocations to high yield bonds and asset-backed securities (ABS), if they feel prevailing market conditions mean they are required to deliver on the mandate.