Voya Concentrated Intermediate Fixed Income SMA

Summary

Multi-sector total return approach, investing primarily in investment grade corporate bonds, US government bonds, and AAA-rated securitized assets.

Objective**

Seeks to provide total return utilizing a multi-sector approach with a higher quality posture through the use of Treasuries, Agencies and Corporate credit securities with 1-10 year maturities. Performance drivers of our investment grade fixed income portfolio are our sector allocation and security selection along with positioning for rate trends.

Investment Process

Our strategy employs an active investment style that seeks to identify attractive securities by combining our global macro-economic view with in-depth, original research and strict risk controls. By understanding where we are in the business cycle, our portfolio managers seek to adjust sector allocation, security selection and duration and yield curve management to take advantage of market opportunities. Top-down macro themes shape overall strategy and provide context for our bottom-up security selection. Ultimately, the portfolio is built one bond at a time selected by our seasoned senior analysts.

Risk Control

  • Measured portfolio duration shifts based on long-term economic outlook
  • Preference for liquid bonds from well-established corporations and government agencies
  • Little exposure to extremely rate-sensitive bonds with high durations or structured products

**There is no guarantee that this objective will be achieved.

Past performance does not guarantee future results. There is no guarantee that any forecasts or opinions in this material will be realized. Manager commentary is for informational purposes only and does not constitute investment advice and is not a recommendation to purchase or sell any of the securities referenced.