29 November 2024 10 minute read
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The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.

Important information
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The case for ReturnPlus

ReturnPlus is a unique offering that can draw on a range of credit spread premia to optimise returns above cash. It is designed to provide stable excess returns, and is adapted to the needs of investors with strategic cash to invest, or as an alternative to short duration government and credit allocations.

The strategy can access a wide range of global fixed income markets and invests in liquid sovereign and corporate debt; taking modest credit spread risk, while minimising other risks such as interest rates or foreign currency. 

The ReturnPlus strategy benefits from our extensive experience managing assets to meet clients’ specific liabilities and risk‑based capital requirements over the years.

By drawing on our knowledge and taking advantage of market dislocations, we have delivered a robust track record and historically low volatility since 2014.

Download The case for ReturnPlus to understand:

  • How investors can benefit from an allocation to the ReturnPlus strategy.
  • What are the liquidity sub-asset classes that help deliver attractive yields without compromising on liquidity and security for the strategy.
  • Why some pension and insurance clients have utilised ReturnPlus to meet their requirements.

Discover our Aviva Investors ReturnPlus strategy

A strategy that aims to enhance returns on cash by investing in short-maturity, highly rated fixed-income securities where T+0 liquidity is deemed unnecessary.

Find out more
Aviva Investors ReturnPlus strategy

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Key risks

Investment and currency risk

The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.

Credit and interest rate risk

Bond values are affected by changes in interest rates and the bond issuer's creditworthiness. Bonds that offer the potential for a higher income typically have a greater risk of default.

Illiquid securities risk

Some investments could be hard to value or to sell at a desired time, or at a price considered to be fair (especially in large quantities). As a result their prices can be volatile. 

Important information

THIS IS A MARKETING COMMUNICATION

Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (AIGSL). Unless stated otherwise any views and opinions are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Information contained herein has been obtained from sources believed to be reliable, but has not been independently verified by Aviva Investors and is not guaranteed to be accurate. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested. Nothing in this material, including any references to specific securities, assets classes and financial markets is intended to or should be construed as advice or recommendations of any nature. Some data shown are hypothetical or projected and may not come to pass as stated due to changes in market conditions and are not guarantees of future outcomes. This material is not a recommendation to sell or purchase any investment.

Where relevant, information on our approach to the sustainability aspects of the strategy and the Sustainable Finance disclosure regulation (SFDR) including policies and procedures can be found on the following link: https://www.avivainvestors.com/en-gb/capabilities/sustainable-finance-disclosure-regulation/

In Europe this document is issued by Aviva Investors Luxembourg S.A. Registered Office: 2 rue du Fort Bourbon, 1st Floor, 1249 Luxembourg. Supervised by Commission de Surveillance du Secteur Financier. An Aviva company. In the UK this is issued by Aviva Investors Global Services Limited. Registered in England No. 1151805. Registered Office: 80 Fenchurch Street, London, EC3M 4AE. Authorised and regulated by the Financial Conduct Authority. Firm Reference No. 119178. In Switzerland, this document is issued by Aviva Investors Schweiz GmbH.