The Fund focuses on providing attractive risk-adjusted returns across all market environments from a diversified portfolio of global credit opportunities. It takes an unconstrained approach, investing in the full range of credit opportunities across the rating spectrum, including investment grade, high yield, emerging market debt, asset backed securities, secured loans and convertibles.
With maximum flexibility in mind, the Fund takes an active approach to duration management, providing benefits in volatile markets or when interest rates are rising. Environmental, social and governance factors are also carefully considered as part of the portfolio construction process.
Agile fixed income solution for a broad range of market and economic conditions
The new Global Diversified Credit Fund is managed by Andrew Lake (Head of Fixed Income), and Fatima Luis (Senior Fixed Income Portfolio Manager). They have extensive experience in multi-credit fixed income investing and currently manage the Mirabaud – Global Strategic Bond Fund, implementing dynamic decisions at different times in the economic cycle.
Andrew Lake, Head of Fixed Income at Mirabaud Asset Management comments: “Our approach has been to provide investors with a wide range of investment capabilities to capture their evolving needs. We recognise that Investors are seeking more flexible and agile fixed income solutions that can respond quickly to a spectrum of economic and market conditions to maintain attractive risk-adjusted returns, particularly in an environment of rising interest rates and increased market volatility.”
Andrew Lake, Head of Fixed Income
Andrew Lake, Head of Fixed Income, is the lead manager of Mirabaud - Global High Yield Bonds, the co-lead manager of Mirabaud - Global Strategic Bond Fund and Mirabaud – US Short Term Credit Fund and manages the team of four in charge of Fixed Income funds. He has experience in the asset management industry since 1996. Prior to joining Mirabaud Asset Management in 2013, Mr Lake was Head of High Yield Portfolio Management at Aviva Investors. He has managed High Yield funds at Merrill Lynch Investment Managers, where he was responsible for High Yield in London, and at F&C Investments, where he co-managed the institutional High Yield product. He also managed investment grade funds at IBJ Asset Management. Mr Lake has a history degree from the University of York, an M.B.A from the Booth School of Business at the University of Chicago and is a qualified barrister.
Fatima Luis, Senior Fixed Income Portfolio Manager
Fatima Luis, Senior Fixed Income Portfolio Manager, joined Mirabaud in June 2013 from F&C where she spent 14 years managing high yield and credit retail funds including the F&C Strategic Bond Fund as well as helping to oversee the institutional global yield mandates totalling approximately $1billion in assets. Fatima started her investment career in 1996 working in emerging market corporate debt before moving to Royal and Sun Alliance in 1998 to help develop the credit and high yield retail proposition. Fatima has a degree in International Relations from Wheaton College, Massachusetts and an MSc from the London School of Economics.
Dealing: UCITS fund with daily dealing
Launch date: 31 January 2018