Fixed Income Investments
The Lakefield Income Plus Strategy aims at income generation with average returns well above inflation. It can invest in all major fixed income segments.
The strategy focuses on the most attractive segments from a mid-term perspective and is implemented through institutional tranches of actively managed funds. Managers are chosen based on their track record, experience, team, investment strategy and expected future results.
Lakefield Global Income Dynamic Re-Allocation Strategy aims at capital appreciation and income generation across market cycles in a risk-controlled manner. It is an active strategy that can invest into all major fixed income segments. It moves between the various segments based on the short-term outlook. The portfolio is constructed with the same investment process and proprietary model as Lakefield Multi Asset Dynamic Re-Allocation Strategy. All investments are made through exchange traded funds (ETF).
Both investments, Lakefield Income Plus and Lakefield Global Income Dynamic Re-Allocation Strategy, are always investment grade.