Investor Presentaiton
PSGF's Diversified Portfolio investment strategy: Invest alongside JPM's
Global Bond Opportunities investment strategy
Key Features
Benchmark-agnostic, "best ideas actively managed global bond funds
Diversified opportunity set across all global fixed income sectors and currency markets
Dynamic sector management, aiming to only take risk when compelling investment opportunities are identified
Strategy
Objective
ESG integration
Total return
Global Strategic Bond
Focus on mitigating downside risk
Global Bond Opportunities
Opportunistic, strategic approach
Sustainability approach
ESG integration
3% above cash
1.5-5%
0 to 9 years
50%
Return target
Risk target
Duration range
Max below IG-rated debt
Max non-base currency
Strategy inception date
Strategy AUM
20%
May 2009
USD 4.0 billion
5-10%
75%
50%
September 2012
USD 9.2 billion
Global Bond Opportunities Sustainable
Opportunistic, strategic approach
Sustainable
integration, exclusions, positive tilt)
Total return
5-10%
-2 to 8 years
75%
50%
November 2019
USD 601 million
Source. J.P. Monjan Asset Management. Data as at 31 May 2020. IG Investment grade. Inception date shown for the longest running fund in the strategy. Strategy AUM represents all vehicles
following that strategy. The stated targets are the investment manager's internal guidelines only to achieve the objectives of the Strategies. The targets are gross of
fees. There is no guarantee that these targets will be met.
Investment Strategy:
To achieve a return in
excess of the
benchmark by investing
opportunistically in an
unconstrained portfolio
of debt securities and
currencies, using
derivatives where
appropriate.
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