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.
Adam Furlan
Malcolm Charles
Peter Kent

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.

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

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.

Portfolio managers

Adam Furlan
Portfolio Manager
Malcolm Charles
Portfolio Manager, SA Fixed Income
Peter Kent
Co-Head of Emerging Market Fixed Income

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