Fixed Income Tactical Opportunities Fund

Fundamental research-driven long-only bond fund focused predominantly on US dollar bonds of Indian and International issuers
Investment Thesis & Advantage

•   Get access to a high-quality bond fund with an institutional risk management framework
•   Invest in a close ended fund with a pull to par investment strategy focused on USD Bonds of Indian and International issuers
•   Best trade execution with access to multiple counter parties
•   Low-Cost Leverage via market and balance sheet driven funding strategies
•   Use proprietary Altman Z score model to anticipate credit migration events


Salient Features

•   Fund Type: Close-Ended
•   Fund Tenor: 3+1 Years
•   Target Net Return: ~ IRR US$8% p.a.
•   Investment Option: Growth or Dividend
•   Liquidity: Lock in up to Jul 2021, quarterly redemption available post lock-in at an exit load