FIXED INCOME

Flexible. Thoughtful. Connected.

Our teams retain flexibility within a disciplined framework, resulting in individual strategies as well as blended solutions - all within a rigorous risk management framework

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AUD$133.6bn
Fixed Income Assets Under Management

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122
Fixed Income Investment
Professionals

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18
Average Years' Financial
Industry Experience

As at 31 December 2024

Investment capabilities benefitting from:

  • A forward-looking approach that looks beyond benchmarks to put investor objectives at its core.
  • Collaborative teams that share and debate ideas globally but retain investment flexibility within a rigorous risk-management framework.
  • A range of actively-managed solutions from core bonds to multi-sector that reflects four decades of addressing clients’ evolving financial needs.

Featured funds

Tactical Income Fund

Diversifying fixed interest exposure with the ease of investing in only one product.

Diversified Credit Fund

A well-diversified portfolio of Australian and global credit securities for investors seeking higher yielding risk-adjusted outcomes over time.

Australian Fixed Interest Fund

A fundamentally driven approach seeking to take advantage of situations where market pricing has become misaligned with economic and investment fundamentals.

Sustainable Credit Fund

A diversified credit portfolio of debt securities issued by companies with robust sustainable practices or the potential to enhance outcomes for society or the planet.

Conservative Fixed Interest Fund

A fundamentally driven approach seeking to take advantage of situations where market pricing has become misaligned with economic and investment fundamentals.

Cash Fund - Institutional

A cash fund for investors seeking to outperform the money market benchmark with a liquidity and capital preservation focus.

Insights

Trump tariff-led volatility: Investment lessons learned

With Trump’s tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.

Giant's Causeway at sunset, Northern Ireland, UK

Australian Fixed Interest Webinar

Recent periods have witnessed significant fluctuations across various markets in response to the proposed tariff implementations by U.S. President Donald Trump. Despite considerable declines in numerous equities, the Australian fixed interest market has demonstrated resilience, underscoring its defensive characteristics. We invite you to attend a webinar on April 10, 2025, Jay Sivapalan, CFA, Head of Australian Fixed Interest, who will provide expert insights.

A rotation opportunity in tariff-driven volatility

Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.

Insights

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