A RESILIENT FIXED INCOME SOLUTION FOR CANADIAN INVESTORS Aviva Investors Canadian Core Plus Fixed Income
About the strategy
Using a holistic investment approach, our dedicated local fixed income investment team is fully integrated into an extensive global fixed income platform and a places a strong emphasis on portfolio construction and risk. Our investment objective is to outperform the FTSE TMX Canadian Bond Universe on both a relative and risk-adjusted basis over a full market cycle.
Commitment: Firm-wide commitment in providing resilient fixed income solutions
Our Toronto-based team is an integral part of the Aviva Investors global investment team and actively engages in contributing to a diverse range of investment themes and idea generation. Our insurance pedigree makes us natural fixed income investors with a focus on risk allocation and outcomes.
Creativity: An ideas-driven, unconstrained approach bringing together our full global investment capabilities across a broad range of disciplines
Our innovative research approach incorporates comprehensive capital structure coverage and a valuation-based investment framework based on macro-economic factors, fundamentals, valuation and thematics (MFVT). ESG principles are integrated elements in our investment recommendations, where appropriate.
Construction: Elevating portfolio construction and risk management to the same importance as idea generation
Our Toronto-based portfolio managers oversee the holistic portfolio construction process, integrating the highest-conviction ideas in a benchmark-aware manner. Optimization helps build conviction on portfolio themes over multiple scenarios, and stress testing helps limit downside risks when our central scenario is challenged.
If the financial health of the issuer of a bond or money market security weakens, the value of the bond or money market security may fall.
When interest rates rise, bond values generally fall. This risk is generally greater the longer the maturity of a bond investment and the higher its credit quality.
A security may become hard to value or may be hard to sell at a desired time and price. This is especially true for securities that trade infrequently.
Dedicated Canadian presence integrated with global investment teams
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