Our approach

The strategic bond sector is one with a high dispersion of returns, inconsistent performance, and a high correlation with high yield beta. We build portfolios to provide clients with superior risk-adjusted returns through various market cycles and minimise drawdowns during periods of volatility. The fund is designed to provide a strategic anchor to fixed income needs.

We bring together our best ideas, generated from across our global fixed income team. Each idea must have the potential to give a meaningful long-term contribution to returns, leading to a focused portfolio. The fund represents a compelling option for investors seeking to outsource their fixed income decision-making to a truly global team of bond specialists.

Potential benefits

A flexible, risk-aware approach is key to driving superior returns from fixed income over time.

Single solution

The fund is a convenient solution for investors looking to gain diversified exposure to global fixed income markets in a standalone strategy.

Global

The fund can invest globally, giving a wide opportunity set from which to construct a portfolio that can perform throughout market cycles. This is supported by the global nature of our business. However, it is important to note that at least 80% of assets will either be in sterling or currency hedged back to sterling.

Total return focus

Long-term outperformance with less risk. Fixed income investing involves asymmetric risks that are skewed to the downside (i.e. potential losses are greater than potential gains). This can result in a tendency to focus on avoiding defaults. However, when trying to maximise total returns identifying winners is also crucial.

Key risks

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

Investment risk

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 securities risk

Convertible bonds can earn less income than comparable debt securities and less growth than comparable equity securities, and carry a high level of risk.

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For further information, please contact our investment sales team.

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