Absolute return managers: What is shaping our funds

ABSOLUTE RETURNS

The Absolute Return sector is known for its diversity. Here, three managers highly rated by Rayner Spencer Mills, running different types of absolute return strategies, explain how they are positioning their portfolios.

Christopher Nichols Investment director of strategic solutions and absolute returns at Standard Life Investments The Global Absolute Return Strategies fund (GARS) invests in a diverse global array of investments representing our strongest conviction views of how we can make returns over a three-year time horizon. Governments in developed markets are striving to stimulate their economies. The US appears most dedicated to this path. Consequently, we hold positions in US equities and high yield bonds, as well as foreign exchange strategies favouring the US dollar. We also seek invest...