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Market Plus

Focuses mainly on Australian credit securities, within a broad range of credit rating guidelines, to deliver investment returns above that of the broader bond index.

Investment Process
A duration neutral strategy typically overweight to credit securities. Although generally fully invested in investment grade securities, exposure to government securities, semi-government securities and a moderate exposure to sub-investment grade securities are permitted within the investment guidelines.

Assets in Strategy
Over $70 million

Target Performance
At least 1.0% pa above the UBS Composite Bond (All Maturities) Index (before fees) over rolling 3 year periods. 

Target Tracking Error
<1.0% pa

Quick Contacts

General Enquiries
Tel: +61 2 9276 6200

Client Services
Tel (Aus): 1300 365 439
Tel (Int): +61 2 9276 6276