Highly Commended New Fund – Bond
Aberdeen Investments
David Hanzl
head of wholesale – Asia Pacific
The Short Dated Enhanced Income strategy is possibly our most successful new fund launched in recent times, having maintained positive monthly returns throughout its 27-month track record and raising over US$580 million in AUM across a range of clients with multiple use cases.
Considering a highly anticipated rate-cut cycle, the fund continues to deliver a year-to-date performance of +5.75%, outperforming cash by over 2%. Having launched in July 2023, we are proud to accept the APB Highly Commended New Fund – Bond award for two years in a row.
Winners Rationale
With its cash replacement strategy to keep risk low and maintain attractive average portfolio durations, Aberdeen Investments makes its fund highly competitive relative to other money market instruments and the go-to strategy for those looking for a risk-controlled way to step out of cash for a higher-yielding, more stable alternative. This makes Aberdeen Investments a deserving winner of the Highly Commended accolade for New Fund – Bond.
