SVS Sanlam Fixed Interest Fund

Our fund offers exposure to a range of good quality (investment-grade) corporate bond issuers. As such, the fund can be used as a core corporate credit allocation, either on a standalone basis or as part of a diversified portfolio.

Within the fund we will seek to outperform the wider sterling corporate credit sector through judicious management of interest rate, industry, credit and liquidity risks.

We are experts in financials sector (c.40% of the credit market) and we are part of the broader ecosystem of corporate credit, which means we have excellent access to the primary market and new issues. The primary market is an important source of new ideas for the fund.

Environmental, Social and Governance

Whilst the fund is not marketed as an “ESG” or “sustainable” bond fund, it is managed with ESG considerations as we believe this enables us to maintain our performance whilst improving the average integrity of our portfolio companies.

As part of our ESG strategy we:

1. Watch list certain industries which screen negatively but where we have flexibility to allocate on a comparative basis
2. Allocate capital to firms that are doing the right things by ensuring their business are sustainable
3. Engage regularly with firms in our universe, which enables a deeper and more valuable understanding of our investment environment
4. Operate on a transparent basis, recognising the impact that our choices can have on society, the environment and communities.