Income Partners Managed Volatility High Yield Bond Fund


The Income Partners Managed Volatility High Yield Bond Fund has been a consistent performer delivering income with investment-grade volatility levels.

This Hong Kong managed Fund has evolved a tested investment strategy combining disciplined macro allocation and bottom-up credit selection process. With a portfolio of over 60-80 holdings across Asian-high yield, large-cap, and onshore CNY bonds, risk management through downside protection is the core philosophy. Volatility is managed through a preference for selecting stable or improving credits while avoiding default risk and carefully monitoring liquidity.

Risk management policies are in place at the macro, portfolio, and issuer level together with a disciplined credit analysis framework. While concentration risk could be an issue in the portfolio, this concern has been managed well at the individual credits level.

The investment team has shown strong continuity, adding to confidence in the strategy. An ESG framework was introduced in 2019, and we expect the team will further expand the formalized policies around stewardship and governance.

This Fund has been reviewed by eleven industry veterans of the Benchmark judging committee.

House Awards: China Fixed Income
Hong Kong – Best-In-Class
Hong Kong – Outstanding Achiever


ISIN: HK0000421435
Inception Date: 07/27/2011
AUM: –
Manager Name: –
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –

ESG Score: –
GC Score: –
Near-Term Score(<=2°C): -
Business Involvement:
Alcohol Involvement: -, …

Investment Style Consistency: 5.00
Environmental Consequence: –
Stewardship – Engagement: 0.00

Contact Details:

Company Website: –

Name: –

Title: –

Contact Number: –

Email Address: –

Empty tab. Edit page to add content here.