DDH Fixed Interest Fund
The DDH Fixed Interest Fund invests primarily in Australian fixed interest markets, giving investors access to wholesale portfolios managed by QIC, a leading fixed interest manager.
The Fund’s objective is (before fees) to exceed the performance of the Bloomberg AusBond Composite Bond Index over the medium term by actively investing in a diversified, medium-risk portfolio of predominantly Australian and some international higher yielding (sovereign and corporate) fixed interest securities and derivatives.
The Fund is actively managed by QIC and invests in a diversified, medium-risk portfolio of fixed interest securities and derivatives using a top-down and bottom-up approach in managing interest rate, inflation and credit risk. Investments are predominately Australian securities but may include up to 25% exposure to international higher yielding (sovereign and corporate) fixed interest securities where QIC believes risk exposure would contribute to achieving the Fund’s performance and risk objectives. By adopting this approach QIC aims to achieve returns in excess of the benchmark.
DDH has appointed QIC Limited ACN 130 539 123 (QIC) as the Fund’s wholesale investment manager.
QIC is one of Australia’s largest wholesale specialist fund managers with over 30 years’ experience in providing multi-asset portfolios and alternative assets with a long-term mindset. For further information on QIC, please refer to their website: https://www.qic.com/.
Access to expertise in multi-asset investing. QIC is one of Australia’s largest wholesale specialist fund managers with over 30 years’ experience in providing multi-asset portfolios and alternative assets with a long-term mindset. QIC's offering also incorporates physical cash and fixed income investment strategies, multi-asset synthetic solutions and portfolio implementation.
Active management. The Fund is actively managed using a top-down and bottom-up approach across domestic and global interest rates, credit and inflation as well as implementation expertise across foreign exchange hedging, asset rebalancing and downside protection and other derivative strategies.
Diversification. Risk management through diversification across a range of fixed interest securities, a spread of maturities and across a wide spread of counterparties. Investments are predominately Australian securities but may include up to 25% exposure to international securities where QIC believes risk exposure would contribute to achieving the Fund’s performance and risk objectives.
Click here for the latest performance details.
DDH Graham Limited (DDH) is a Brisbane-based funds management and administration organisation. Established in 1981, they offer a wide range of investment products and services including cash management accounts, a variety of managed funds as well as super and non-super administration capabilities.
For over four decades DDH has provided the national financial services sector with solutions. Delivering valuable, personalised service over this period has established the strength of our reputation in the Australian marketplace. We are extremely proud of our reputation, and by extension we are extremely proud of our team. The longevity and loyalty exhibited by both senior leadership and our staff are critical to the personalised quality of service we show our clients.
As at 1 December 2023, DDH Group currently manages and administers over $14 billion in funds nationally, on behalf of financial intermediaries and other financial services partners.
DDH is an unlisted public company owned by David Graham, Peter Lockhart and Ugo Di Girolamo. DDH is the holder of an Australian Financial Services Licence (No. 226319) and holds GS 007 accreditation (audit of internal controls).
Ugo has more than 40 years’ experience in the financial services industry including several years in financial markets with exposure to areas including funding, foreign exchange, fixed interest and risk management. In addition to being the Executive Chairman of DDH Graham, he is also Chairman of both Australian Money Market Pty Ltd and Acclaim Wealth.
The fund update provides perfomance and asset allocation information, in addition to commentary from the Fund's investment manager, QIC.
Quarterly Fund Profile & Performance Report - Dec 2023
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