The Futuregrowth Yield Enhanced Long Duration ILB Composite targets high cash returns through active interest rate risk management (real and nominal), active yield curve bets and moderate credit concentrations.
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The Composite is suitable for clients wishing to have exposure to inflation-linked bonds while retaining access to yield-enhanced returns. The benchmark is the Barclays SAGILB 15+ Total Return Index.
The Composite seeks to outperform the Barclays SAGILB 15+ Total Return Index by 1% per annum over a rolling 3-year period.
The Composite invests in a wide range of government, parastatal, corporate debt and securitised assets, subject to credit committee approval, and whose relative value is expected to increase over time. The Composite is converted from nominal to real through an inflation linked bond overlay. The Composite has an allowance to invest up to 50% in unlisted credit.
YIELD ENHANCED STRATEGY
Our yield enhanced strategy relies on maintaining strong relationships with market players. This allows us to see a large degree of dealflow on a continuous basis and keep an eye on ever-evolving credit events in the market. In the unlisted space, our specialist structuring skills allow us to make loans that ensure lenders achieve the greatest degree of investor protection through loan terms, covenants and security while ensuring risk-adjusted returns with good diversification.