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Strategic Bond Fund

A world bond strategy seeking the best opportunities throughout the economic cycle.

Overview

Quarterly Update

Watch the investment team recap this quarter.

(Note: Filmed in October 2024).

INVESTMENT OBJECTIVE

To provide a return by investing in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds. The Fund may also invest in equities.

ABOUT THIS FUND

  • Seeks to provide returns through a combination of income and capital growth.
  • Actively managed, the portfolio can be adapted quickly to suit the prevailing market environment.
  • Aims to keep risk and liquidity at a desired level consistent with the fund's risk profile.

RATINGS AND AWARDS

RATINGS AND AWARDS

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RATINGS AND AWARDS

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Portfolio Management

Jenna Barnard, CFA

Co-Head of Global Bonds | Portfolio Manager

Industry since 2001. Joined Firm in 2002.

John Pattullo, ASIP

Co-Head of Global Bonds | Portfolio Manager

Industry since 1993. Joined Firm in 1997.

Nicholas Ware

Portfolio Manager

Industry since 1998. Joined Firm in 2009.

Performance

Portfolio

Documents