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A diversified and liquid fixed interest strategy that:

  • Captures interest rate term (duration) and spread (credit) premiums efficiently.
  • Adds value through relative value security selection and portfolio construction.
  • Adds value through complementary allocations to credit beta and opportunistic risk including carry.

Strategy objective

To provide a diversified lower-risk strategy that seeks stability and incremental returns with low swings in capital value.

Return objective

To deliver greater returns than an investment grade corporate bond index/portfolio over the medium term (rolling 3 years) after fees and tax.

Risk characteristics

Annual standard deviation and drawdowns similar to that of an investment grade corporate bond index/portfolio.

Measured by

Benchmarked against a mix of bonds and 90 day bank bills, 100% hedged to the New Zealand dollar.

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