Total Return Funds

From low risk to unconstrained – you choose

Our total and absolute return range is extensive – from low risk relative-value strategies at the bottom of the scale up to our unconstrained fund at the top.

The investment process

Our highly experienced teams (including Highbridge) of professionals manage many of our total return funds – and these strategists, economists, analysts and portfolio managers draw on our global resources to manage portfolios. They use a disciplined bottom-up stock picking investment process based on fundamental research and are not constrained by any benchmark index. Instead, they go wherever the best opportunities currently lie – be it bonds, cash, convertibles or equities.

The teams use economic analysis to forecast which asset class will perform best and research from our investment experts around the world is also used to choose securities with the potential to outperform. This combination of research and stock picking ensures our funds benefit from the best of both worlds: the right asset allocation, depending on which classes are likely to perform the best individual investment opportunities as they arise within their risk constraints.