Canadian Ultra Long Duration Fixed Income

The strategy offers dynamic exposure to long-dated government bonds and investment-grade corporate debt, while seeking enhanced total return opportunities through taking an active approach to credit, sector and security selection, and yield curve management.

 

Philosophy

The team believes that there are pockets of value in the Canadian corporate bond market that thorough credit analysis can help identify and harness in the pursuit of long-term returns, while also helping to mitigate downside risk. Within this framework, the team seeks to take a creative approach to uncovering investment ideas, with the goal of offering clients a portfolio reflective of some of the most current thinking in the industry.

 

Documents

Managed by

Roshan Thiru, CFA

Head of Canadian Fixed Income

Roshan leads the Canadian fixed income team at Manulife Investment Management and is responsible for the Toronto- and Montreal-based fixed income and money market teams. Previously, he was a senior portfolio manager and senior fixed-income analyst. Prior to joining the company, he was a lead analyst with DBRS, covering the energy, project finance, and utilities sectors. Before that, he worked as an institutional credit risk manager at RBC Financial and as an analyst at Foyston, Gordon & Payne. Roshan holds the Certified Financial Analyst designation.

  • Education: B.A. in Economics, McMaster University; diploma in accounting, Wilfrid Laurier University; M.B.A., University of Windsor
  • Joined the company: 2008
  • Began career: 2000 
Roshan Thiru, CFA

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

  • Separate accounts

    Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

  • CITs

    Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

  • Mutual funds

    Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.


Key facts

  • Inception date

    April 2012

  • Strategy AUM (CAD)

    $94.34 million

  • Benchmark

    FTSE Canada 20+ Overall Bond Index

  • Style

    Multidiscipline

  • Average portfolio manager experience

    20 years

Important disclosures

All information shown is as of September 30, 2020, unless otherwise indicated. Strategy-level information may differ from vehicle-specific information. Not all vehicles are available in all locations and may be offered through affiliates of Manulife Investment Management.


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