| Investment Style |
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U.K. Core Plus is a core bond strategy that invests primarily in investment-grade, U.K. Sterling-denominated fixed income securities. U.K. Core Plus seeks to maximize total return, consistent with the preservation of capital and prudent risk taking. All sectors of the bond markets are utilized to add value while maintaining an overall risk level similar to the benchmark. Normally, at least 65% of assets will be invested in a diversified portfolio of U.K. Sterling-denominated securities of varying maturities. The strategy attempts to maintain at least 80% of currency exposure in U.K. Sterling. |
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| Benchmark |
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FTSE Actuaries Government Securities UK Gilts All Stocks Index. |
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| Portfolio Duration |
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Duration is managed within two years of the index. |
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| Market Sectors
Utilized |
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Government, Corporate, Mortgage, Asset Backed, Money Market, Emerging Markets, and Inflation Linked |
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| Value Added |
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U.K. Core Plus seeks to add value through multiple sources including:
Duration Management
Yield Curve or Maturity Structuring
Sector Rotation
Bottom Up Techniques to Identify Undervalued Securities
Quantitative Research
Credit Research
Volatility Analysis
Cost Efficient Trading |
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| For more information, please go to the
Contact Us page. |
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