What’s the strategy?
The Long Term Bond (Portico) portfolio strategy invests primarily in Canadian federal, provincial, and corporate bonds with terms greater than 10 years. The goal is to create a long- term Canadian bond portfolio that provides an opportunity for higher income generation.
The portfolio manager pursues a consistent, measured and disciplined approach to capture incremental gains within longer-term bonds through a multi-factor approach to analyzing interest rates, credit markets and yield curves.
Why invest in this portfolio strategy?
Ideal for investors with a longer investment horizon seeking interest income and the potential for capital appreciation.
The Long Term Bond strategy has the potential to add significant value in an economic environment of stable or declining interest rates. The portfolio is more sensitive to interest rate and inflation expectation changes than shorter-duration fixed-income options.
When compared to the broad Canadian fixed-income market, this portfolio strategy offers:
- The potential for higher income generation
- A longer duration relative to a core Canadian bond portfolio
- A mix of Canadian federal, provincial and investment-grade corporate bonds that can provide additional yield opportunities
- Well diversified fixed-income holdings to help meet long term liabilities
- Pure Canadian bond exposure
The Long Term Bond portfolio focuses on one maturity segment within the fixed-income market and can act as a complement to a core bond portfolio and offer additional yield opportunities.
Data for institutional investors
Vice-President, Fixed Income
Natalie is lead portfolio manager responsible for several of Portico’s specialty fixed-income mandates, including the Canadian Long, Ultra Long and Socially Responsible bond funds. She has a broad range of experience in the Canadian fixed-income field, including strategy formulation, fundamental and technical analysis and security selection.
Her 30 years of experience in the management of fixed income funds includes the GWLIM Core Canadian bond, corporate, income, balanced, government, mortgage, money market and specialized custom bond mandates.
Natalie holds a chartered investment manager (CIM) designation.
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Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.