Our conservative management approach aims to preserve and protect your investment, and is reinforced by State Street Global Advisors’ dedicated credit research team, one of the largest and most experienced in the industry.
As one of the world’s dominant players in the global bond, cash and repurchase agreement markets, we have unique insights into market liquidity and positioning across fixed income asset classes. As markets restructure, and liquidity is increasingly challenged:
Experience in cash and short maturity markets 1
Total Fixed Income, Cash and Currency AUM (USD) 1
Fixed Income Investment Professionals Globally 1
The investment philosophy of the State Street Floating Rate Fund is based on two objectives that guide our active portfolio management approach:
We believe these two fundamentals work together to provide an attractive enhanced cash return. The investment process is underpinned by our experienced global credit research team who use a broad range of tools to conduct fundamental credit research.
The Australia-based portfolio managers are responsible for the investment strategy and portfolio construction. The portfolio managers make relative value trading decisions and evaluate the size of investments relative to market liquidity to minimise market impact. This allows the Fund to add value in a conservative manner whilst managing the risks.
For more than 40 years, research and innovation have been at the core of our efforts to deliver outperformance for our clients.
Contact your State Street Global Advisors relationship manager, or email us to learn how to invest in Fixed Income.
1As of 31 March 2022. Source: State Street Global Advisors.
Investing involves risk including the risk of loss of principle.
Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. This information should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA ASL’s express written consent.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information.