In a competitive world, it sometimes makes sense to look beyond the benchmark. Aberdeen has launched the Aberdeen Core Plus Fund to enable us to pursue opportunities from a wider fixed interest universe. The Fund is designed to complement our existing fund range and will sit alongside our more tailored traditional core fixed income funds. Independently owned financial researcher, van Eyk, Highly Rated* the Core Plus Fund in its recent review.
The objective of the Fund is simple: to achieve better returns by investing in diversified sources of potential excess return. These sources are:
As these sources of outperformance are lowly correlated, we can pursue enhanced returns with a less-than-proportionate increase in risk. We believe that this approach will improve the risk efficiency of the portfolio and, in turn, produce a smoother return profile over time.
We look to ensure that no single strategy dominates risk and our strong derivative capability allows us to separate sources of risk and return within fixed income securities and manage them accordingly.
The Aberdeen Core Plus Fund aims to outperform the UBS Composite Bond Index by 1.50% pa before fees by investing in a combination of domestic and global fixed income strategies.
Bill Bovingdon, Head of Fixed Income, Australia
"We have a well-established investment team, a robust investment process and experience in managing higher outperformance mandates. Our specialist investment teams work independently, creating uncorrelated sources of alpha which, when brought together, can generate attractive excess returns."