| APIR Code |
AMP0981AU - Wholesale |
| Investment Objective |
To provide returns above inflation and cash over the short to medium-term, while accepting low to medium levels of volatility in returns. To provide a total return, after costs and before tax, higher than the return from the benchmark on a rolling 12 months basis. |
| Investment Approach |
The Australian Fixed Interest team actively manages both interest rate and credit risk within the Fund. The team analyses economic and technical factors to determine a strategic (longer-term) and tactical (short-term) outlook for the direction of interest rates. Active management of interest rate risk then involves changing the term to maturity of the Fund’s holdings.
In relation to credit risk the team aims to construct a portfolio, which is diversified by industry and issuer. It then expects to rotate the portfolio according to analysis of macroeconomic and microeconomic factors and their impact on specific industry groups and credit yields. |
| Minimum suggested timeframe |
2 to 3 years |
| Distribution Frequency |
Monthly |
| Inception date |
01 Dec 2004 - Wholesale |
| Benchmark |
UBS Composite Bond (All Maturities) Index |
| Status |
Open - Wholesale |
| Access |
Available through selected platforms |
| Notes |
To view current buy/sell spreads click here. |
