Aviva Investors launches US Investment Grade Bond Fund

(London) - Aviva Investors, the global asset management business of Aviva plc (‘Aviva’), today announces the launch of the Aviva Investors US Investment Grade Bond Fund. The Fund is managed by Joshua Lohmeier, Mike Cho and George Bailey.

The Aviva Investors US Investment Grade Bond Fund invests primarily in US dollar-denominated investment grade corporate bonds from anywhere in the world. It seeks to earn income and increase capital value while outperforming its benchmark* over the long term (five years or more).

The fund’s investment process takes a long-term, active management approach; utilising portfolio construction and risk allocation techniques combined with high conviction investments at both a company and sector level to deliver optimum risk-adjusted returns. The team will focus on understanding where credit markets are inefficient to construct portfolios, while identifying higher quality US corporate bonds through an assessment of the business strengths and risks associated with the underlying companies. They will also take into account the valuation of the bonds relative to the market and the views of independent risk rating agencies, while taking advantage of short-term opportunities when they arise.

The investment process also includes consideration of environmental, social and governance (ESG) criteria.

Decisions are supported by active engagement with companies, with the intention of positively influencing company behaviour to contribute to competitive returns.

Joshua Lohmeier, Head of North American Investment Grade Credit and co-manager of the fund, said: 

“We are delighted to add the US Investment Grade Bond Fund to our fund range. We believe the US investment grade bond market offers compelling opportunities to investors at both the company and sector level, with portfolio construction offering an additional and distinct alpha source.”

TJ Voskamp, Director of Client Solutions, UK & Europe, said:

“In these unparalleled times, clients are increasingly looking to diversify their portfolios to protect capital and source good income opportunities. Josh and the team have a deep understanding of their market, and we are delighted to offer this compelling asset class to our clients.”

The fund is a Luxembourg domiciled SICAV with USD as base currency.

* Bloomberg Barclays US Credit Index

For more information contact:

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Steve Ainger

Media Relations Manager

A picture of Victoria Howley

Victoria Howley

Media Relations Manager

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Laura Cocker

Media Relations Manager

Important information:

The information and opinions contained in this document are for use by the financial press and media only. No reliance may be placed for any purpose on the information or opinions contained in this document nor should they be seen as advice. 

The press release is provided on the basis that Aviva Investors Global Services Limited is not causing the communication of a financial promotion under exemption of the Financial Promotion Order, as Aviva Investors Global Services Limited has no control over the way in which an article based on this press release is prepared and published by the financial press and media. 

Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (“Aviva Investors”) as at 03 June 2020. Unless stated otherwise any views, opinions expressed are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature.  The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested. 

Issued by Aviva Investors Global Services Limited, registered in England No. 1151805.  Registered Office: St Helen's, 1 Undershaft, London, EC3P 3DQ   Authorised and regulated by the Financial Conduct Authority.

Aviva Investors

Aviva Investors is the global asset management business of Aviva plc. The business delivers investment management solutions, services and client-driven performance to clients worldwide. Aviva Investors operates in 14 countries in Asia Pacific, Europe, North America and the United Kingdom with assets under management of £346 billion in assets as at 30 June 2019.

AVIVA PLC

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