Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
Strategy
Investment Objective
The Fund’s objective is to maximize total generate return, manage downside risk and deliver diversification from equities and provide income through investments primarily a diversified portfolio of fixed income securities which may include, but is not limited to, transferable debt securities of governments and their agencies, supranational organisations, corporations and banks as well as mortgage-backed and asset-backed securities. There are no restrictions on the sectors or countries in which bond issuers are located.
Investment Approach
- To generate a consistent performance over the Benchmark by exploiting inefficiencies in the global fixed income and currency markets.
- To achieve a total return, including capital gains and income, in excess of 2% per annum above the Benchmark over the full economic cycle.
- To control the amount of risk taken and to limit downside risk.
Past performance is not a reliable indicator of future performance.
Risks
This Fund has been assigned a “Moderate risk” designation based on its exposure to a portfolio of global fixed income securities that may include high yield and emerging market debt, which may reduce liquidity and increase credit, currency, political and investment risk and may amplify the unpredictability of return. The portfolio may also make extensive use of Derivatives to achieve its objective.
Typical Investor
This Fund may be suitable for risk-oriented investors seeking the potential for a high level of current income and some appreciation over time and who can accept the risks associated with investments in global fixed income securities as well as those associated with the extensive use of Derivatives.