ATRAM Peso Diversified Income Fund
The Fund aims to generate income that is higher than pure government bond and corporate bond funds. It does not intend to replicate the returns of any fixed income or equity benchmark, but rather focus on delivering stable income and at the same time managing NAV volatility over the investment horizon.
Performance
| 1 mo | 1 Year | 3 Yr | 5 Yr | YTD | Since Inception |
|---|---|---|---|---|---|
|
-2.14% |
26.44% |
19.38% |
24.83% |
27.33% |
46.64% |
Key Facts
Asset Class
Fixed Income
Risk Factor
Moderately Aggressive
Fund Type
UITF
Currency
PHP
Benchmark Index
5-year Government Bond Yield + 70 bps (reset annually)
Bloomberg Ticker
ATRPDIF
Inception Date
2022-08-25
Management Fee (incl Distribution Fee, if any)
1% p.a.
Target Fund
-
Fund Structure
-
Manager
Miguel Liboro
Miguel has 11 years of experience in the fields of treasury trading and asset management. He has been with the firm for more than 8 years and currently oversees local markets – fixed income and equities portfolio management, dealing and execution, and as well as the credit research team of the firm. He completed the BAP Treasury Certification Program and was awarded the number 1 rank in “Most Astute Investor in Asian Currency Bonds” by the Asset Magazine consecutively for the years 2015-2021 and the “Most Astute Investor in Asian G3 Bonds from 2018-2021”.
Co-Manager
Lodevico Ulpo, Jr., CFA, FRM, CPA
Lodevico has 7 years of experience in the buy-side industry with core experience in the fields of fixed income and credit research, global macro trading, credit events and relative value strategies, and asset management. Prior to rejoining ATRAM, he was formerly based in Hong Kong working as a Fixed Income Analyst and Trader in a Pan-Asia Credit Hedge Fund and prior to that as a Global Macro Portfolio Manager in a Private Multi-Family Office. He is a CFA Charterholder, a Certified Financial Risk Manager (FRM), and a Certified Public Accountant.
Documents
Copyright @ 2022, ATRAM. All rights reserved.
Copyright @ 2022, ATRAM. All rights reserved.