OLD MUTUAL EMERGING MARKET DEBT FUND
The objective of the Old Mutual Emerging Market Debt Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of fixed and variable rate debt securities issued in emerging markets.
REASONS TO RECOMMEND
STRONG ACTIVE MANAGEMENT
The portfolio uses active management, based on robust quantitative analysis, to take advantage of market inefficiencies in both rates and currencies.
BROAD UNIVERSE WITH DIVERSIFICATION
The fund selects diverse sources of return from the expanding asset class of sovereign debt across Asia, Africa, the Middle East, and Latin America. No countries are out of reach.
QUANT AND FUNDAMENTALS
The fund uses quantitative models to forecast market direction and combines this with fundamental analysis to identify the most attractive opportunities.
The fund is able to access markets early, uses a nimble approach, and dynamically adjusts positioning.
Delphine Arrighi has worked with emerging market debt since 2000.
WHAT YOUR CLIENTS CAN EXPECT
The aim is to give investors access to a diversified portfolio that takes advantage of opportunities primarily in US dollardenominated sovereign and quasi-sovereign bonds in emerging markets. The fund will also opportunistically invest in local rates and currencies when attractive valuations arise. The fund is managed with reference to the JP Morgan EMBI Global Index, but does not track the index.