Our approach

Drawing on our global investment expertise, the AIMS Fixed Income Fund targets a three per cent per annum gross return over cash* over rolling three-year periods, with volatility that is lower than global fixed income. The fund 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 it meet its objectives: market strategies that harness the risk premia of traditional fixed income asset classes; opportunistic strategies that profit from market mis-pricing; and risk-reducing strategies that aim to preserve capital in times of market stress.

*represented by the prevailing central bank rate of the share class currency.

Unconstrained, diversified and focused on capital preservation

Benefits

A diverse and well-researched blend of fixed income strategies aiming to deliver consistent risk-adjusted returns for investors.

Resilience

An outcome-oriented strategy with a focus on capital growth in all market conditions with lower volatility than traditional core fixed income approaches.

Diversification

Portfolio diversification is enhanced by the implementation of strategies that have a relatively low correlation with broad fixed income markets.

Risk-adjusted returns

Investments will be selected with an emphasis on absolute risk-adjusted returns as opposed to benchmark-relative returns. This affords the flexibility to only take risk where it is felt there is adequate reward.

Global exposure

The fund offers dynamic and highly selective access to the full global fixed income universe and has the freedom to make use of derivatives.

Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus. 

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.

Illiquid securities risk

Certain assets held in the fund could, by nature, be hard to value or to sell at a desired time or at a price considered to be fair (especially in large quantities), and as a result their prices could be very volatile.

Credit risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.

Derivatives risk

The fund uses derivatives; these can be complex and highly volatile. Derivatives may not perform as expected, which means the fund may suffer significant losses.

Convertible sec. risk

Contingent convertible securities (coco bonds) are complex, their income may be cancelled or suspended, they are more vulnerable to losses than equities and they can be highly volatile.

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Fixed income views

RA18/1384/31122019