Core Australian Bond Strategy

The Omega Global Credit Opportunities Strategy is designed for investors who are looking to control their corporate bond exposure within a broader global fixed interest allocation whilst maximising return.

The strategy’s objective is to maximise total return in excess of the Barclays Capital Global Aggregate: Corporates Bond Index over rolling 3 year periods by investing in global corporate fixed interest securities while seeking to preserve capital and maintain low volatility.  It dynamically pursues investment opportunities and better sources of market return by investing in high investment grade corporate bonds from around the world, controlling risk by investing in highly liquid securities and maintaining broad diversification by limiting exposure to single organisations. 

Global Enhanced Government Bond Strategy

The Omega Global Enhanced Government Bond Strategy is designed for investors who are seeking to control their sovereign bond exposure within a broader global fixed interest allocation to a broad sovereign bond benchmark with some outperformance.

The strategy’s objective is to provide a return to investors over the JP Morgan Global Government Bond Index by investing in global government and quasi-government fixed interest securities while seeking to maintain a tight tracking error.  This is an ‘enhanced passive’ strategy which seeks to outperform its benchmark by seeking better sources of market return through investing in high investment grade government and quasi government bonds from around the world, and seeks to control risk by remaining within the tracking error target.

This strategy can be run equally well against the Citigroup World Government Bond Index or other third party Global Governments Indices.

  

The Omega Global Dynamic Income Strategy is designed for investors who are seeking a regular and consistent income stream above cash with the potential for moderate capital growth whilst preserving capital.

The strategy’s objective is to deliver regular and consistent income above cash with moderate capital growth.  It dynamically pursues investment opportunities and better sources of market return by investing in high investment grade bonds and equities from around the world, controlling risk by investing in highly liquid securities and maintaining broad diversification by limiting exposure to single issuers (governments or organisations).