US core plus
Our US core plus fixed income strategy's dynamic, multi-sector approach provides an efficient allocation to fixed income that seeks to generate consistently strong risk-adjusted performance.
It has the flexibility to select securities across all sectors of the index as well as out-of-index below investment grade securities. This strategy provides investors with broader diversification and increases the probability of achieving greater risk-adjusted returns.
Portfolio: the core fixed income portfolio offers scope for a manager to demonstrate skill through bottom-up security selection, sector strategy and non-benchmark holdings.
Management: active management of interest rate positioning, sector allocation and security selection.
Robust process and risk controls: our portfolio managers follow an established investment process which is monitored and overseen by an independent risk team.
Experienced and well-resourced team: the strategy is managed by an experienced team with, what we believe to be, an attractive long-term track record, supported by a research team with substantial experience in investment grade corporate, high yield, emerging market and securitized sectors.
As of December 31, 2018. Assets under management (AUM) are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis.*
Fund and strategy profiles
The end of goldilocks? Navigating tight credit valuations and rising yields
Investors have had a good run over the past few years investing in fixed income markets, thanks to a secular decline in interest rates and a cyclical compression in credit spreads. However, the environment in 2018 and beyond may favor more sophisticated active approaches, such as flexible ‘best idea
*Insight North America (INA) is part of “Insight” or “Insight Investment”, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited and Insight Investment International Limited. Advisory services referenced herein are available in the US only through INA. Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.
Includes employees of Insight North America LLC (INA) and its affiliates, which provide asset management services as part of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML).
Past performance is not a guide to future performance. Investment in this strategy involves substantial risk of loss. The value of investments and the income from them can fall as well as rise and are not guaranteed, investors may not get back the original amount invested.
Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission. INA is part of “Insight” or “Insight Investment”, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited and Insight Investment International Limited. Insight’s assets under management are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis. Advisory services referenced herein are available in the US only through INA.
The views herein represent the opinions of Insight and are subject to change based on subsequent developments. They are not intended as investment advice or to predict or depict the performance of any investment. The material contained herein is not intended to provide, and should not be relied on for, investment, accounting or legal tax advice. Further, this material does not constitute a recommendation to buy, sell or hold any security. No offer or solicitation for the sale of any security or financial instrument is made hereby.