Announcement of the launch of “Long-term U.S. Government Bond Income Fund (Interest-Rate-Hike Risk Management Type) November 2014”
November 26, 2014
On November 26, 2014, Bayview Asset Management Co., Ltd., (BVAM) launched its “Long-term U.S. Government Bond Income Fund (Interest-Rate-Hike Risk Management Type) November 2014, which invests mainly in U.S. government bonds and trades U.S. bond futures, U.S. stock index futures, and currency futures.
The new fund deploys the ladder portfolio (portfolio in which almost the same amount of money is invested in each securities with different maturity dates), which invests in U.S. government bonds with the current maturity of approximately five to ten years (hedged in principle), and thereby achieves attractive yen-based income gains compared with the interest rate level of Japan. In addition, in accordance with BVAM’s proprietary quantitative model, which is used in “Active Asset Allocation Fund” and “Active Asset Allocation Fund U.S.” managed by BVAM, flexibly adjusting allocation to U.S. bond futures, U.S. stock index futures, and currency futures, the fund aims to reduce the interest-rate-hike risk of U.S.
The model referred to above has been developed in conjunction with a financial institution that is a seed investor in order to allocate assets to equity, bonds, etc., in a rational manner by maintaining an accurate grasp of the structural characteristics of financial markets. Once again, in the same manner as last time, while we both made the best use of our long years of practical investment experiences, the new fund has been created as the new utilization method. Aiming to gain steady income gains and stabilize the net asset value of the fund, BVAM considers that the new fund is the most appropriate investment product for investors who wish to enjoy the periodic income as well as reduce the price fluctuation risk of bonds.
BVAM strives to provide investment products that meet its clients’ expectations.
For inquiries, please contact the Investment Management Planning Department at 813-5210-3341.