This strategy that aims to maximize total return through interest income and capital appreciation. The portfolio is a fund of funds and is characterized by a short- to medium-term maturity profile, which minimizes the impact of interest-rate fluctuations while generating income. The return objective is to outperform the benchmark as well as peers throughout economic and market cycles. The strategy maintains an average investment-grade credit profile.
40% FTSE Canada Universe Bond Index
60% Bloomberg Intermediate US Aggregate Bond Index ($CA hedged)
Philosophy and process
The portfolio is actively managed using a top-down multi-strategy approach that leverages diversified sources of added value.
The portfolio is primarily composed of underlying funds selected by the manager to attain investment objectives. The underlying funds are invested in fixed-income securities across a range of sectors and in various sections of the capital structure.
The primary sources of added value are active duration management as well as sector and geographical allocations.
Why invest in these strategies?
A global fixed-income portfolio managed by an experienced management team with extensive industry expertise.
An actively managed, simple, and flexible diversified income solution with a risk-adjusted returns emphasis and daily liquidity.
Access to a wide spectrum of fixed-income strategies from well-known and respected global-investment firms.