Anfield Capital launches dynamic active fixed income ETF

Aug 19th, 2020 | By | Category: Fixed Income

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Anfield Capital has launched a new actively managed fixed income ETF designed to serve as a core holding in investors’ portfolios.

Global fixed income ETFs

The fund takes a dynamic approach across debt markets globally.

The Anfield Dynamic Fixed Income ETF (ADFI US) has listed on Cboe BZX Exchange and comes with an expense ratio of 1.30%.

The ETF takes a dynamic investing approach and typically utilizes between 10 and 20 unaffiliated ETFs to gain its exposure.

The strategy covers all major sectors of the global debt markets including government and agency securities, corporate bonds, private debt, convertible securities, bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments.

Both investment-grade and high-yield securities are eligible for inclusion.

Portfolio holdings are chosen based on a top-down economic framework that sets the investment tone with an orientation to capital preservation. Sectors with attractive fundamentals are emphasized while maintaining diversity by spreading risk across multiple industries and companies.

The fund may also invest in various types of derivatives including futures, options, total return swaps, forwards, and repurchase agreements. These positions may be taken as a substitute for making direct investments in underlying instruments or to hedge against market volatility and other risks.

Anfield Capital currently has four ETFs – all actively managed – including US equity sector rotation, global fixed income, and diversified alternative strategies. All four funds are offered through the platform of issuer Regents Park.

Its largest fund is the $120m Anfield Universal Fixed Income ETF (AFIF US) which takes an unconstrained approach to global debt markets.

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