Skip to content This fund aims to provide a high level of current income with reduced interest rate sensitivity by investing primarily in short-dated US high yield and other US income-generating fixed income securities. It allocates the portfolio across US high yield corporate bonds and select securitised credit with an average duration typically below four years, designed to mitigate interest rate sensitivity while capturing high yield income. The strategy employs fundamental credit research and active sector allocation focused on identifying attractive short-duration US high yield opportunities, with disciplined risk management and concentration limits to manage default risk. Through a short-duration US high yield approach emphasizing income with reduced rate sensitivity, the fund provides defensive US high yield exposure, appropriate for income investors seeking high yield returns with lower volatility than traditional high yield mandates. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +2.83% | +2.83% |
| 3-Year Return | +15.06% | +4.78% |
| 5-Year Return | +17.12% | +3.21% |
| 10-Year Return | +41.72% | +3.55% |
| All Time Return | +49.09% | +3.88% |
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