INVESTMENT OBJECTIVE
The investment objective of the Total Return Bond Fund is to target a positive total return, in excess of cash over a rolling three year period, through income and capital gains by investing in a broad range of global fixed income asset classes and associated derivative instruments.
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The strategy seeks to capture opportunities from across the full range of global fixed income markets, without the constraints of a traditional bond index benchmark. The fund has a deliberately flexible allocation, with duration managed in a range of 0 to 6 years. Derivatives are used to take active risk positions and implement risk hedging strategies.
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The strategy seeks to capture opportunities from across the full range of global fixed income markets, without the constraints of a traditional bond index benchmark. The fund has a deliberately flexible allocation, with duration managed in a range of 0 to 6 years. Derivatives are used to take active risk positions and implement risk hedging strategies.
ABOUT THIS FUND
- A benchmark-agnostic bond fund targeting positive total returns through a risk-managed approach
- A disciplined risk-budgeting approach to deliver returns from diversified sources while maintaining moderate volatility
- Invests in a broad range of fixed income and derivative instruments, including government and corporate bonds, secured debt, and asset-backed securities
