Hold to maturity (HTM)
Key features
- Holding bonds to maturity with a focus on securities with the strongest yield, while complying with a specific risk target
- Broad issuer and sector diversification in our portfolios aim to reduce default risk
- Low portfolio rotation keeps transactions costs to a minimum
Our strengths
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Conviction-Based Selection
Our conviction-led selection draws on fundamental debt analysis and relative value analysis for issuers in any given country or sector.
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Continuous Monitoring
Our portfolio managers and credit analysts constantly monitor holdings in our portfolio in terms of both credit and market fundamentals.
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Bespoke Portfolios
We design customized portfolios to address each client's investment constraints in terms of asset class, ESG approach, currencies, maturities, SCR and accounting requirements.
Related Strategies
Further reading
Reading time : 15 min.
Reading time : 15 min.
Podcast
Reading time : 15 min.