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Alternative Fixed Income Strategies

RP Select Opportunities

Credit Absolute Return Strategy

Select Opportunities is an unconstrained long / short credit strategy that seeks to generate strong risk-adjusted returns by investing in opportunities across credit asset classes including investment grade, high yield and preferred shares. The strategy utilizes outright and relative value - alongside active trading - to deliver good risk-adjusted returns in market environments. The strategy aims to produce a return profile with low volatility and preserve capital in down markets.

*Strategy inception date - April 2014

Historical Performance

 

 

as of February 28, 2020

1 MON3 MON6 MONYTD1 YR3 YR5 YRSince Inception*
RP Select Opportunities Strategy-1.32%2.13%4.61%0.04%8.42%6.64%7.93%7.62%

 


RP Debt Opportunities

Investment Grade Absolute Return Strategy

Debt Opportunities is a global investment-grade focused credit strategy that seeks to generate strong risk-adjusted returns without benchmark constraints. The strategy generates return from strategies including fundamental value and active trading and has the flexibility to use leverage and short positions. The strategy aims to produce a return profile with low volatility and preserve capital in down markets.

*Strategy inception date - October 2009

Historical Performance

 

 

as of February 28, 2020

1 MON3 MON6 MONYTD1 YR3 YR5 YRSince Inception*
RP Debt Opportunities Strategy-1.24%1.00%3.92%-0.39%7.01%4.72%6.22%8.87%

 


RP Alternative Global Bond

Liquid Alternative Bond Strategy

The strategy offers investors access to some “alternative” tools in a new daily liquidity format. This expanded toolkit enables us to build a resilient portfolio reflecting an uncertain investment outlook. In this strategy we make use of some of the tools we have used successfully in our other strategies for a number of years.

*Strategy inception date - July 2019

Historical Performance

 

 

Performance table is not available as the strategy has not completed 12 consecutive months of performance.

1 MON3 MON6 MONYTD3 YR5 YRSince Inception*
RP Alternative Global Bond StrategyN/AN/AN/AN/AN/AN/AN/A

 

Active Fixed Income Strategies

RP Fixed Income Plus

Capital Preservation Strategy

RP Fixed Income Plus aims to generate a stable return, low volatility by investing in a portfolio of money market instruments, government bonds and high quality corporate bonds. The portfolio is actively managed and has a low sensitivity to the direction of interest rates.

* Strategy inception date - July 2010

Historical Performance

 

 

as of February 28, 2020

1 MON3 MON6 MONYTD1 YR3 YR5 YRSince Inception*
RP Fixed Income Plus Strategy0.44%1.40%1.74%1.34%4.47%2.28%2.28%4.25%



RP Strategic Income Plus

“Best Ideas” Corporate Bond Strategy

Strategic Income Plus is an actively managed corporate bond strategy that focuses on global investment grade securities. The portfolio is actively managed, and exposure to currencies is fully hedged.

*Strategy inception date - April 2016

Historical Performance

 

 

as of February 28, 2020

1 MON3 MON6 MONYTD1 YR3 YR5 YRSince Inception*
RP Strategic Income Plus Strategy-0.64%1.74%3.11%1.21%8.41%4.32%N/A4.88%



RP Corporate Index Plus

Corporate Index Outperformance Strategy

Corporate Index Plus is an actively managed credit strategy whose primary objective is to outperform the FTSE Canada All Corporate Bond Index net of fees in a risk-controlled manner. The strategy aims to add value through superior credit selection across global credit markets. The fund strategy avoids uncompensated interest rate risk by remaining duration-neutral versus the benchmark.

*Strategy inception date - August 2013

Historical Performance

 

 

as of January 31, 2020

1 MON3 MON6 MONYTD1 YR3 YR5 YRSince Inception*
RP Corporate Index Plus Strategy2.77%3.25%4.40%2.77%10.76%5.88%5.11%5.79%
FTSE Canada All Corporate Bond Index2.68%2.79%3.42%2.68%9.11%4.91%3.59%4.75%

 


The information presented above is for the indicated RPIA investment strategy and may not reflect the investment returns of any one particular RPIA product or account. Strategy returns are presented in Canadian dollars and net of applicable fees and expenses. Actual returns may vary between different investors in accordance with the terms of the governing documents of relevant investment entities. Unless specified otherwise, returns presented for periods greater than one year are annualized while returns for time periods of one year or less are cumulative figures and are not annualized.

Inception Dates

RP Fixed Income Plus - Strategy inception date - July 2010
RP Strategic Income Plus - Strategy inception date - April 2016
RP Corporate Index Plus - Strategy inception date - August 2013
RP Debt Opportunities - Strategy inception date - October 2009
RP Select Opportunities - Strategy inception date - April 2014
RP Alternative Global Bond - Strategy inception date - July 2019

Performance is not guaranteed, and past performance may not be repeated. Refer to the Legal and Important Information page for additional important information on the strategy returns presented herein.