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Fixed interest

Fixed interest securities or bonds play a vital role in a portfolio, providing an important source of capital stability, income, liquidity and diversification.

We offer a range of domestic and global fixed interest products for clients seeking consistent rates of returns and diversification in a balanced portfolio. We have pooled investment funds across all areas of the fixed interest spectrum, including government and corporate bonds, and also offer customised solutions depending on individual client risk return requirements.

For our global fixed interest offerings we partner with overseas specialists to access sovereign bonds, corporate bonds and securitised debt.

Fixed interest provides:

  • An important source of capital stability
  • The potential for regular income
  • Portfolio diversification benefits from low correlation to riskier assets

 

Philosophy and process

Investment philosophy

Investment philosophy

Our investment philosophy is based on the belief that fixed interest markets are not perfectly efficient, which provides opportunities to add value. Prices can overshoot valuations and this is where the real opportunity lies. Our philosophy is based on exploiting mispriced opportunities through a disciplined valuation approach and a repeatable process.

Investment process

Investment process

Through active management and specific strategies, such as interest rate management and sector and security selection, our experienced fixed interest team aims to generate better than average returns through innovative fixed interest products and our strong credit risk management skills. For our international fixed interest offerings we partner with overseas specialists to access sovereign bonds, corporate bonds and securitised debt on behalf of our clients.

Investment team

Investment team

Our people and their experience in fixed income set us apart. AMP Capital has one of the strongest and most stable domestic investment capabilities in New Zealand. The New Zealand fixed Income team is part of AMP Capital’s wider Australasian team and benefits from the diverse perspectives shared with other specialist investment teams.

Why invest with us?

Experience

Experience

The New Zealand fixed Income team is a strong, well-resourced team with a wealth of knowledge and experience. AMP Capital is also a pioneer of fixed income investing in Australia with over 40 years of experience, and is one of Asia’s largest fixed income managers.

Active management

Active management

By investing in an actively managed fund, you can ensure your portfolio is invested in a broad range of fixed income securities, providing diversification and spreading risk. Active management also means we can respond to market opportunities and changes in bond returns.

Global reach

Global reach

Our size and market reputation provide access to the world’s most compelling markets for more choice and access to some of the best bond opportunities.

Investment options

AMP Capital NZ Short Duration Fund

Investing in a short duration fund provides exposure to fixed income investments with a shorter maturity and less volatility than a traditional fixed income fund.

AMP Capital NZ Fixed Interest Fund

Investment in a fixed interest fund provides exposure to a diversified portfolio of predominantly longer term corporate and government securities.

AMP Capital Hedged Global Fixed Interest Fund

Investing in a global fixed interest fund gives access to global bond markets through government bonds, corporate credit and securitised debt.

AMP Capital Global Short Duration Fund

A global short duration fund invests in global fixed interest securities with a shorter average duration than traditional global fixed interest funds.

The team

Warren Potter
Warren Potter
Senior Portfolio Manager
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Warren Potter
Senior Portfolio Manager
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Warren joined AMP Capital in 2006 following 11 years with the Reserve Bank of New Zealand. Warren splits his time between the management of fixed interest portfolios and research relating to fixed interest portfolio positioning and construction. During his time with the Reserve Bank, Warren was involved in the management and trading of New Zealand’s foreign reserves assets and the associated responsibilities, including: proprietary trading of US, European and Japanese fixed interest markets; proprietary trading of currencies; development of trading support systems; development of quantitative trading rules; and markets related research. Warren is a Chartered Accountant and a CFA Charterholder.

Vicky Hyde-Smith
Vicky Hyde-Smith
Head of NZ Fixed Income
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Vicky Hyde-Smith
Head of NZ Fixed Income
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Vicky Hyde-Smith joined AMP Capital in 2001, and leads the NZ Fixed Income team. Vicky is responsible for all fixed interest and cash portfolios managed by AMP Capital in New Zealand. Vicky is also the primary analyst for all New Zealand companies, leading the research analysis and working closely with the respective sector analysts based in Sydney. From January 2016 she became part of the AMP Capital New Zealand Leadership team, and was recently promoted to Head of NZ Fixed Income.

Prior to joining AMP Capital, Vicky gained experience in the Japanese fixed interest working with the proprietary trading team at Sumitomo Finance in London.