Dynamic Global Bond Fund
The Dynamic Global Bond Fund seeks to provide attractive, stable income and downside risk protection through dynamic, flexible portfolio management:
Dynamic management:
Our experienced team of senior investment professionals reviews the full universe to identify attractive investment ideas, combining them to generate income on a risk-adjusted basis.
Flexible approach:
Our focus is on active allocation to global government bonds and attractive opportunities in credit markets in order to build a solid fixed income portfolio capable of withstanding variable market conditions, irrelevant of any benchmark.
WHY THIS BOND FUND?
Potential for long-term, consistent, sustainable income:
Aims to deliver a 2% return over the Bloomberg AusBond Bank Bill Index on an annual basis over a three- to five-year investment horizon, with income distributions paid quarterly.
Global reach for better income potential:
Exposure to a broad spectrum of investment opportunities with income potential across asset classes; sectors; and, ultimately, issuers, including the full capital structure.
Focus on downside protection:
Active use of different opportunities in countries that issue government bonds as well as in credit markets to build a more robust fixed income portfolio.
Diversified approach to equity market volatility:
Preference for a high-quality, low-risk fixed income portfolio with a duration profile that may benefit during times of equity market volatility.
Team led by Arif Husain:
Head of International Fixed Income with 19 years of investment experience, Arif can draw on a very significant platform involving more than 20 experienced portfolio managers and over 70 credit and quantitative analysts to uncover the best opportunities.
WHO SHOULD INVEST?
The fund may be a good choice for investors who:
| Seek a reliable, sustainable income stream (for instance, retirees) |
Have a conservative risk profile and seek capital preservation |
Want their fixed income portfolio to help smooth total returns in equity down markets |
重要資訊
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2014-GL-148