What is Psigma's Fixed Interest Portfolio Service?
Psigma’s Fixed Interest Portfolio Service is a discretionary service that invests in a range of funds available across the fixed interest spectrum. Blending a range of different fixed interest funds, it aims to achieve a net return materially ahead of inflation; approximately 4-5% per annum. We believe the asset mix we have selected should outstrip both cash rates and inflation over the next few years.
Whilst we have worked hard to reduce the levels of risk ordinarily associated to the underlying instruments, it is necessary to accept a degree of risk to achieve this target return.
This will be realised in the variability of achieving the specified target in every calendar year. For example, there are likely to be years when returns are above this target and others when they are below, with movements in bond markets being the key drivers of risk and return.
We believe that our fixed interest portfolio service is an appropriate method of targeting such returns through opportunities in global bond and credit markets.
Read more about our Fixed Interest Portfolio Service.