The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.
ReturnPlus is a distinctive offering that aims to draw on a range of credit spread premia to optimise returns above cash. It is designed to provide stable excess returns, and is adapted to the needs of investors with strategic cash to invest, or as an alternative to short duration government and credit allocations.
The strategy can access a wide range of global fixed income markets and invests in liquid sovereign and corporate debt; taking modest credit spread risk, while minimising other risks such as interest rates or foreign currency.
The ReturnPlus strategy benefits from our extensive experience managing assets to meet clients’ specific liabilities and risk based capital requirements over the years. By drawing on our knowledge and taking advantage of market dislocations we have delivered a robust track record and historically low volatility since 2014.1
In this article, we set out what we consider to be the main benefits of the ReturnPlus strategy, namely:
- Stable, excess returns above cash
- Capital efficiency
- High levels of liquidity
Download The case for ReturnPlus to understand:
- How investors can benefit from an allocation to the ReturnPlus strategy.
- What are the liquidity sub-asset classes that help deliver attractive yields without compromising on liquidity and security for the strategy.
- Why some pension and insurance clients have utilised ReturnPlus to meet their requirements.
References
- Past performance is not a guide to future returns.
