This dynamic core bond fund leverages a bottom-up, fundamentally driven investment process designed to generate risk-adjusted outperformance and capital preservation. Throughout its 15+ year history, the fund has utilised an active and flexible approach to manage across a variety of market and rate cycles.
Why consider the fund?
DYNAMIC CORE BOND HOLDING
By emphasising risk-adjusted returns and capital preservation, the fund can serve as a foundation for a fixed income portfolio. The strategy uses a bottom-up, fundamentally driven investment process that seeks to identify the best opportunities across fixed income sectors.
Partnership and fluid communication between fixed income and equity analysts promote idea generation. Credit research emphasises free cash flow generation, quality of management and security valuation.
SOPHISTICATED RISK MANAGEMENT
Our proprietary fixed income portfolio and risk-management system, Quantum Global, is integrated into the investment process at each step. We identify and measure the sources of risk in the portfolio at multiple levels to confirm that the portfolio is positioned as intended.