Guernsey B

Global Diversified Income

Objective

Investment objective summary

  • The investment objective of the portfolio is to provide returns in excess of the Overnight US Dollar SOFR (or other reference rate) over rolling 12 to 18 month periods, consisting of income with the opportunity for capital growth.
      • The Fund primarily invests in a broad range of global fixed income instruments that may include (amongst others) government and corporate bonds from developed and emerging markets, which may be denominated in any currency.

      Fund features

      • High-conviction, actively managed conservative global income fund
      • Attractive income yield
      • Low volatility with limited downside
      Adam Furlan
      Portfolio Manager
      Adam is a portfolio manager within the South African Rates and South African and African Credit...
      Jason Borbora-Sheen
      Portfolio Manager
      Jason is a co-portfolio manager across Income strategies, having been responsible for such mandates since joining...

      Performance & returns

      As the share class was launched less than 12 months ago, performance is not disclosed.

      Literature & factsheets

      Important information

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