Bridgewater Associates
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Bridgewater Associates - Diversified Fixed Interest

Investment objectives and strategies

  • Outperform the Lehman Global Aggregate Index hedged in Australian Dollars over rolling three year periods.

Risk / return profile

  • Medium.
  • Likelihood of a negative annual return in any one year: one in every six to seven years.

Investment style

  • Active management with positions in Australian and international indexed or nominal bond markets, and in currencies, that offer good value.
  • For diversification purposes the manager may also invest in alternatives.

Asset mix

 

Range

Benchmark

Growth assets 0%
Alternatives 0-10% 0%
Defensive assets 100%
Diversified fixed interest 90-100% 100%



This investment manager may invest a proportion of this option's assets in cash for management purposes from time to time.

 
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