Mirabaud DM Fixed Maturity 2031

High quality credit at an attractive yield.

Fixed income yields remain appealing – but for how long?

Fixed maturity strategies offer simplicity, transparency and predictability to lock in high yields. But timing is key as short-term rates are expected to fall.

Mirabaud DM Fixed Maturity 2031 gives clients access to a transparent, well diversified, investment-grade rated portfolio with high cash flow and returns visibility.

Portfolio manager Al Cattermole gives an overview of the market opportunity and explores the strategy in more detail.

Portfolio characteristics

BEST IDEAS	Bottom-up approach Significant experience in credit and short-dated investing Leverage our existing in-depth fundamental, technical and valuation (FTV) analysis
QUALITY FOCUS	2031 hard maturity Investment grade rating Euro denominated Well-diversified portfolio of 80-100 securities Target higher quality issuers to minimise default risk
INVESTMENT UNIVERSE	Investment grade credit Systemically important financials – senior bonds High-quality high yield
EXCLUSIONS	AT1/CoCos Corporate hybrids/perpetuals Callable bonds with final maturity beyond 2031 Commercial and residential real estate Distressed debt

Strategy resources

Fund Information

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Reporting

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Portfolio managers

Andrew Lake

From trading football cards as a child in Kuwait, to becoming Head of Fixed Income at Mirabaud Asset Management, Andrew Lake discusses his career in investment, sustainability and what he loves about the job.

WATCH: Introducing Andrew

Fatima Luis

Fatima Luis, Senior Portfolio Manager, kicked off her investment career at the birth of the euro. She takes us through how the launch of the currency provided a catalyst for credit opportunities and began her journey to becoming a fixed income expert.

WATCH: Introducing Fatima

Al Cattermole

“Can I buy below market risk for above market return?” That’s the basis of Portfolio Manager Al Cattermole’s investment philosophy, which has been influenced by a credit hedge fund stint alongside his passion for scuba diving.

WATCH: Introducing Al