In a world of low-to-zero interest rates, global fixed income investments can still offer opportunities for attractive, predictable income with low volatility.” 

Bill Prendergast
Senior Portfolio Manager

We seek out high-quality credit, interest rate and other fixed income investments around the world, creating a diversified portfolio of low risk income investments for our clients. 

Fixed income investments have always played an important role in helping investors preserve capital and generate predictable returns with less risk. But in a low interest rate world, fixed income markets have become more difficult to navigate. 

Atrium helps advisers and their clients take advantage of the benefits of fixed income, by seeking out the best fixed income investment managers and the most attractive opportunities across the globe. We provide access to a diversified portfolio of Australian and global fixed income investments, managed by a specialist team with deep experience across various market and interest rate cycles. 

We have applied our experience and global research to source a selection of leading fixed income investment managers, with extensive capabilities across geographies and security types. By combining their skills in a single portfolio, we help our clients access a broader range of opportunities in one diversified fund.  

Because our portfolios are actively managed, we can respond rapidly to emerging opportunities and risks across regions with very different credit markets, interest rate settings and economic cycles. 

What is fixed income and how does it help reduce risk? 

Flexibility, active management and a global view all play a key part in enhancing fixed income returns and keeping risk low. 

MAPS Fixed Income Portfolio 

The MAPS Fixed Income Portfolio aims to provide investors with access to a diversified portfolio of Australian and global fixed income investment opportunities both fixed and floating in nature, professionally managed by the Atrium investment team. 

Investment objective 

To generate returns 2% above the RBA Cash Rate (net of fees) over a rolling 3 year period. 

Investment strategy 

The Portfolio aims to generate attractive, low risk income returns from a diversified portfolio of Australian and global debt investments, which can include credit and interest rate securities (both listed and over-the-counter), private debt, money market instruments and loans.  

Our active approach to selecting these investments means that we can navigate periods of exceptionally low interest rates and manage risks around these periods.  

Using a combination of our own specialist expertise and selected external managers, we help clients take advantage of a best-in-class global network that would otherwise be difficult to access directly. 

This strategy falls into the category of ‘Preservers’ as it provides exposure to defensive assets and low risk income opportunities.  

Please contact us for more information or speak with your Financial Adviser on choosing a solution aligned with your investment goals. 

Important Information

The information in this document (Information) has been prepared and issued by Atrium Investment Management Pty Limited (ABN 17 137 088 745, AFSL 338 634) (Atrium). This information is provided for the use of licensed and accredited financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products. The Information is of a general nature only and does not take into account the objectives, financial situation or needs of any person. No liability is accepted for any loss or damage as a result of any reliance on the Information. Past performance is not a reliable indicator of future performance. Future performance and return of capital is not guaranteed. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS). An investor can only invest in MAPS through HUB24 Invest, an investor directed portfolio service (IDPS) operated and administered by HUB24 Custodial Services Limited ABN 94 073 633 664, AFSL 239 122 (‘HUB24 Custodial Services’), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSE R1074659 USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of the HUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Atrium is a portfolio manager for MAPS. Investors should consider the MAPS Product Disclosure Statement (PDS) (available from the Nominated Platform’s website) before making any investment decision. Investors should refer to the disclosure documents for the Nominated Platform (available from their adviser or Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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