Gryphon has worked on behalf of institutional investors since our origins in 2014. Today we manage segregated mandates for some of Australia’s largest institutional investors – comprising insurance companies and money managers.
Gryphon offer three specialist fixed income strategies, to suit the different requirements of our institutional investors. We manage via segregated accounts so we may provide a bespoke partnership model where we tailor the investment parameters considering investment return volatility, rating requirements, duration limits, and asset class preferences.
Our three strategies are listed below.
The strategy aims to deliver strong risk adjusted returns by investing in a high conviction portfolio of highly rated Australian Residential Mortgage-Backed Securities and other Asset-Backed Securities with a strong focus on capital preservation.
The segregated accounts may invest in, but are not limited to:
| 31 October 2024 | 1 Mth | 3 Mth | 1 year | 3 year2 | 5 year2 | 10 year2 | Since Inception1,2 |
| Net Performance (After Fees) (%) | 0.73 | 1.72 | 7.26 | 5.11 | 4.24 | 4.09 | 4.92 |
| Ausbond Bank Bill Index (%) | 0.37 | 1.12 | 4.45 | 2.94 | 1.87 | 1.92 | 2.55 |
| Relative Return (%) | 0.35 | 0.60 | 32.68 | 2.10 | 2.33 | 2.13 | 2.31 |
1 Returns are calculated net of fees. Inception date December 2009. 2 Annualised.
Disclaimer: Past performance is not a reliable indicator of future performance. All investments carry risks, including that the value of investments may vary, future earnings may differ from past returns, and that your capital is not guaranteed.
The strategy aims to deliver strong risk adjusted returns by investing in a high conviction portfolio of Investment Grade Australian Residential Mortgage-Backed Securities and other Asset-Backed Securities with a focus on capital preservation.
Institutional investors whose credit policy restricts their investments to Investment Grade Credit.
The segregated accounts may invest in, but are not limited to:
The strategy aims to deliver in excess of 5% above the floating rate Bank Bill rate by investing in less liquid, higher yielding portfolio of Australian Residential Mortgage-Backed Securities with a strong focus on capital preservation.
The segregated accounts may invest in, but are not limited to:
| 31 October 2024 | 1 Mth | 3 Mth | 1 Year | 3 Year2 | 5 Year2 | Since Inception1,2 |
| Net Performance (After Fees) (%) | 1.16 | 3.13 | 12.50 | 7.30 | 6.25 | 6.49 |
| Ausbond Bank Bill Index (%) | 0.37 | 1.12 | 4.45 | 2.94 | 1.87 | 1.88 |
| Relative Return (%) | 0.78 | 1.99 | 7.71 | 4.24 | 4.31 | 4.52 |
1 Returns are calculated net of fees. Inception date April 2015. 2 Annualised.
Disclaimer: Past performance is not a reliable indicator of future performance. All investments carry risks, including that the value of investments may vary, future earnings may differ from past returns, and that your capital is not guaranteed.
