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-Chief Investment Officer, Fixed Income

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Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.