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Call our team on +44 20 7321 1023

or email Consultant Relationship Team

Our dynamic market allocation approach looks to exploit opportunities in government and corporate bonds as well as more specialist investments. Our proprietary 'units of risk' model provides us with a consistent way to quantify and scale risk, enabling us to optimise the risk/return ratio in our portfolios.

Our aggregate capabilities can be accessed on a pooled basis through our Broad Opportunities Bond Fund and UK Broad Market Bond Fund or on a segregated basis for UK, European or Global mandates.

Benefits

Enhanced yield: aims to outperform the wider bond market through active management focused on stock and sector selection, as well as duration and yield curve management.

Diversification: aims for consistent risk-adjusted returns by spreading its investments while operating within strict risk-management parameters.

Effective return-seeking component of an LDI strategy: helps to generate returns and improve the scheme's funding level.

SNAPSHOT

Fixed income team in numbers

  • 106 Fixed income investment professionals support the team
  • 17years Average experience of fixed income team
  • £121.1bn fixed income assets

Application and account opening forms

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Introducing Insight

Key Investor Information Documents

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Team statistics as at 30 September 2017. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. 

FTSE International Limited ("FTSE") © FTSE 2014. "FTSE®" is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and/or FTSE ratings or underlying data.

Please note the value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.

Important information

Derivatives may be used to generate returns as well as to reduce costs and/or the overall risk of the portfolio. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.

The investment manager may invest in instruments which can be difficult to sell when markets are stressed.

Specific risks for Broad Opportunities Bonds Fund:

A credit default swap (CDS) provides a measure of protection against defaults of debt issuers but there is no assurance their use will be effective or will have the desired result.

Investments in bonds are affected by interest rates and inflation trends which may affect the value of the portfolio.

Where leverage is used through the use of swaps and other derivative instruments, this can increase the overall volatility. Any event that adversely affects the value of an investment would be magnified if leverage is employed by the portfolio and losses would be greater than if leverage were not employed.

This Fund meets the definition of a covered fund under Volcker regulations.

Any losses in the fund will be borne solely by investors in the fund and not by BNY Mellon (including its affiliates); therefore BNY Mellon's losses in the fund will be limited to losses attributable to the ownership interests in the fund held by BNY Mellon and any affiliate in its capacity as an investor in the fund or as beneficiary of a restricted profit interest held by BNY Mellon or any affiliate.

Ownership interests in the fund are not insured by the FDIC, are not deposits, obligations of, or endorsed or guaranteed in any way, by BNY Mellon. Neither BNY Mellon nor any of its controlled affiliates (which includes the fund's general manager/ managing partner/ investment adviser), may directly or indirectly, guarantee, assume, or otherwise insure the obligations or performance of the fund or of any other covered fund in which the fund invests.

Investors should read the fund's offering documents before investing in the fund. Information about the role of BNY Mellon, its controlled affiliates, and their employees in sponsoring or providing services to the fund are described in the Volcker Rule section of the offering documents.

Specific risks for UK Broad Market Bond Fund:

The issuer of a debt security may not pay income or repay capital to the bondholder when due.

Where the portfolio holds over 35% of its net asset value in securities of one governmental issuer, the value of the portfolio may be profoundly affected if one or more of these issuers fails to meet its obligations or suffers a ratings downgrade.

Where high yield instruments are held, their low credit rating indicates a greater risk of default, which would affect the value of the portfolio.

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