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US Dollar Denominated Floating Rate Notes - FRN0826

Author: sean.thompson/Friday, September 29, 2017/Categories: Assisted Searches

US dollar denominated floating rate notes
Assisted Search FRN0826

Deadline: Tuesday 24th October

A Wealth Firm is running a search in CAMRADATA for US dollar denominated floating rate. All vehicles being proposed must be listed in CAMRADATA Live, and returns must be up to date i.e. to 30th September 2017 where possible.

If you would like to put a vehicle forward for this search, then you must in the first instance, contact me with the name of the vehicle that you would like to propose. Please post any questions regarding this search onto the CAMRADATA Live ‘Assisted Searches Forum’ and we will endeavour to answer these as quick as possible.

Assisted searches are run on behalf of institutional investors with specific search requirements. You are able to participate in this and all other Assisted Searches if you subscribe to CAMRADATA Live.


Asset Class

US dollar denominated floating rate notes

Management Approach / Details

We are looking for a high credit quality strategy, with a minimum average credit of AA-/A+. This would typically lend itself to agency MBS but would be open to strategies allowed a 20% off-BM exposure to other FRNs (non-agency etc). Depending on the structure of the mandate, we might be able to relax the min credit quality but only marginally – this strategy will sit in our high credit quality (proxy developed market govvies) and this cannot be overly compromised. The intention is find a longer-term switch out of short dated USTs with an FRN option. We need an long-only strategy with a Barclays US MBS benchmark, anything outside of this would be difficult to get into the portfolio.

Vehicle structure

UCITs, daily-dealing, SIPP and ISA eligible. In addition, availability on platforms is key, particularly SEI / Cofunds. No relationships on the platform side would make it difficult to invest in the immediate future as getting a fund on can take some time.

Vehicle currency

USD and GBP (hedged) and EUR (hedged)

Track record

Strategy must be 3 years or longer (ok for UCITs version to have shorter track). UCITs version would need to have at least £100m but would look at less, depending on investor base.

Potential mandate



£100m but flexible




Barclays US MBS



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