What’s the strategy?
The Short Term Bond (Portico) portfolio strategy invests primarily in Canadian investment-grade bond securities with terms less than five years.
The portfolio manager pursues a consistent, measured and disciplined approach to capture incremental gains through a multi-factor approach to analyzing interest rates, credit markets and yield curves.
It’s an actively managed high-quality portfolio that includes exposure to short-term corporate bonds, including Maple bonds.
Relative to the broad Canadian fixed-income market, this portfolio strategy tends to have a shorter duration and higher exposure to corporate bonds than the broad Canadian fixed income market.
Why invest in this portfolio strategy?
Ideal for investors seeking interest income opportunities in a more defensive, short-term Canadian bond portfolio that is highly diversified across sectors.
The Short Term (Portico) strategy can offer:
- Reduced interest rate sensitivity with a shorter duration portfolio than the broad Canadian fixed income market
- Active management of duration, yield curve, sector and industry exposure to maximize total return opportunities and manage risk
- A higher exposure to corporate bonds for greater interest income opportunities
- A high-quality Canadian fixed-income portfolio and an opportunity to further diversify a fixed income portfolio
Data for institutional investors
Manager, Fixed Income
Jenny is Portico’s lead manager for the Short-Term Bond mandate and helps manage the Core Plus Bond and Canadian Bond mandates. She is also responsible for strategy formulation, bond analysis, security selection and trading.
Since 2010, Jenny has focused on fixed-income portfolio management and analytics. Before that, Jenny provided operational support for fixed-income portfolios and trading support to the Laketon equity team for 6 years.
Jenny holds a bachelor of arts degree in economics from the University of Waterloo and 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.