Managed by Russ Oxley

Old Mutual GI Launches Two Liquid Alternatives Funds: Old Mutual Absolute Return Government Bond Fund and Old Mutual Liquid Macro Fund

Date:

Old Mutual GI Launches Two Liquid Alternatives Funds: Old Mutual Absolute Return Government Bond Fund and Old Mutual Liquid Macro Fund

Author: Fórmate a Fondo

  1. The funds will be managed by Russ Oxley and his team, which according to Warren Tonkinson, managing director of Old Mutual Global Inverstors, has “one of the best track records of managing absolute return government bond funds in the industry”
  2. Old Mutual will be supporting the strategy with $150 million of seed capital at launch
  3. The Old Mutual Absolute Return Government Bond fund will be managed to a volatility target of 4%-6%, with expected annualized returns of cash plus 5%. Meanwhile, the Old Mutual Liquid Macro Fund will be managed to a volatility target of 7%-9%, with expected annualized returns of cash plus 8%
  4. The funds aim to be diversified from global fixed income markets by employing a highly distinctive investment strategy focused on expressing views on macro themes through exposure to forward interest rates, inflation expectations and foreign exchange