The current market environment means that investors need to look beyond traditional fixed income solutions.

Drawing on our global investment expertise, the AIMS Fixed Income strategy targets a three per cent per annum gross return over the Reserve Bank of Australia (RBA) cash rate (before charges) over rolling three-year periods, with volatility that is lower than global fixed income.

The strategy adopts an unconstrained approach, investing in a diversified portfolio of 25-35 strategies drawn from across the global fixed income universe.

Three strategy groups are combined to help keep the strategy on course to meet its objectives in all market conditions:

  • Market strategies: harnessing the risk premia of traditional fixed income asset classes.
  • Opportunistic strategies: aiming to profit from market mispricing.
  • Risk-reducing strategies: preserving capital in times of market stress.