Fixed income fund [TBC: name]
- [TBC: metric, for example yield]
- [TBC]
- As at [TBC: date]
- Minimum investment
- [TBC: minimum investment]
- Risk
- [TBC]

Solutions · Institutions
For corporates, endowments, foundations and insurers: portfolios built around your liabilities, your policy and your governance.
Your challenges
Payroll, claims, grants and capital projects have dates attached. Liquidity has to be planned, not hoped for.
Your investment policy sets the limits. Every position needs to sit inside them, every day.
Trustees and committees need clear, consistent, timely information they can rely on.
How we help
Mandates built around your liabilities and policy.
Your assets managed in your name, to your instructions.
Cash and short-term holdings matched to when you will need them.
Government and corporate fixed-income exposure built to your duration and credit limits.
Help drafting or refreshing the IPS that governs your portfolio.
Reports shaped to your committee's format and calendar.
Clear lines of oversight, independent custody and a documented process.
Recommended funds
Past performance is not a reliable indicator of future results.
How it works
We review your liabilities, policy and constraints with your team.
We propose an allocation and the limits it will operate within.
Documentation, custody and reporting arrangements are agreed and signed.
Ongoing management with reporting on the schedule your committee needs.
[TBC: explanation from the business. Any figure must carry an "as at" date and the past-performance disclaimer]
[TBC: fee schedule per fund]
[TBC: institutional mandate terms]
[TBC: regulator, custodian and trustee wording, as approved by compliance]
Talk to us
Tell us about your goals. A named person will come back to you.
[TBC: relationship manager]
Institutional team
[TBC: email]
[TBC: phone]
[TBC: business hours, WAT]