Flexible Bond Strategy

This strategy aims to maximise income and grow capital over the medium term (rolling 5 years) by investing in a spread of interest-bearing assets to reduce volatility and preserve capital.
This strategy aims to maximise income and grow capital over the medium term (rolling 5 years) by investing in a spread of interest-bearing assets to reduce volatility and preserve capital.

Strategy overview

This strategy is suitable for specialist investors requiring a fixed income portfolio focused on outperformance of the benchmark. Assets include corporate bonds, inflation-linked bonds, listed property and cash.

Strategy highlights

01

Aims to maximise income and grow capital by investing in a spread of interest-bearing assets.

02

Targets returns in excess of the benchmark, measured over rolling five-year periods.

03

Focus is on reducing volatility of returns and preserving capital.

We focus on more than just returns, looking carefully at the risks of volatility and capital loss too.
Malcolm Charles and Peter Kent

Contact our client service teams.

Get in touch