The strategy targets current income and an investment that has the potential for long-term capital appreciation. The strategy invests primarily in income generating securities throughout the capital structure and across geographies. We believe a broad macroeconomic and credit overview combined with a value approach to investing can provide:
By investing in income generating securities throughout the capital structure and across geographies, we believe the strategy can provide an income stream that is competitive with fixed income yet with more upside potential while providing a premium income stream to equities with better downside protection. The team has over 20 years' experience in managing multi-asset strategies.
Connecting income and capital appreciation across asset classes and geographies.
|Fixed income||Investment grade bonds|
|Commercial mortgage-backed securities (CMBS)|
|Global high yield bonds|
|Developed/Emerging market bonds|
|Equity income||Global equity income|
Asset Allocation is based on top down assessment which shapes our bottom up asset allocation:
This strategy is available via segregated account or a UCITS compliant pooled fund.
Key Investor Information Document (KIID)
|Class I USD|
The value of an investment in the Sub-Fund can go up and down. When you sell your shares, they may be worth less than you paid for them. If your currency as an investor is different from the reference currency of the Sub-Fund, changes in currency exchange rates could reduce any investment gains or increase any investment losses.
The Sub-Fund is subject to the following risks:
Investments in securities issued by companies principally engaged in the infrastructure business will subject the Sub-Fund to risks associated with direct investment in infrastructure assets.
Certain derivatives could increase the Sub-Fund’s volatility or expose the Sub-Fund to losses greater than the cost of the derivatives.
Certain securities could become hard to value, or to sell at a desired time and price.
The value of the Sub-Fund’s investments may be sensitive to changes in market perceptions of credit quality, both of individual issuers and of the credit markets in general.
For full details of the Sub-Fund’s risks, please refer to the prospectus available as mentioned in section “Practical Information”.
These documents are available via the following link: http://www.macquarie.com/mgl/com/mim-emea/en/sicav