Fixed Income High Yield – FIHYI27062022
Deadline: Monday 11th July 2022
A UK Wealth Manager is working with CAMRADATA to run an Assisted Search for Fixed Income High Yield with conservative/defensive focus. All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 31st March 2022.
Please note: WE NO LONGER ACCEPT QUESTIONS OVER EMAIL. Please post any questions regarding this search onto the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quickly as possible.
Assisted searches are run on behalf of institutional investors with specific search requirements.
| Deadline | Monday 11th July 2022 | |
| Asset Class | Fixed Income | |
| Focus | High Yield with conservative/defensive focus | |
| Geographical Focus | Global / Pan Europe | |
| Management Approach | Active (passive ETFs will be also considered) | |
| Currency | Preferably GBP but will also accept USD/EUR | |
| Structure | Daily traded UCITs funds with UK reporting status | |
| Benchmark | Not specified | |
| Performance Target | Preference for downside protection with a focus on the upside. | |
| Size of potential mandate | Approximately £5-10 million | |
| Other Requirements | Minimum 3 year track record in a separate account. Needs to have daily liquidity, settlement + notification period 5days or less, UK reporting status. The investor would be happy with an ETF and will also consider an active manager who can avoid the defaults and incrementally add value in both up/down markets for the asset class on a net of fee basis. To submit a fund please email us at assistedsearches@camradata.com |