Voices of RPIA
10
In Our Firm
Discount Bond Solution for Investment Advisors Following the success of our RP Target 2026 Discount Bond Fund, the RP Target 2028 Discount Bond Fund is also designed to act as a stabilizing element of an investor’s portfolio in a tax efficient manner. Much like its predecessor, the fund aims to take advantage of the prevailing short-term opportunity in bond markets while preserving investor capital. The RP Target 2028 Discount Bond Fund primarily invests in investment-grade corporate debt trading at a discount to par value with maturities of less than three years. The fund aims to capture capital gains by purchasing USD and EUR-denominated bonds, while substantially hedging currency risk. Overall, RP Target 2028 Discount Bond Fund offers investors a disciplined, short-term bond solution that balances stability, yield, and tax efficiency, making it a natural complement to existing fixed income allocations.
Learn more about RP Target 2028
Our Product Philosophy
Since the inception of the firm in 2009, we’ve had a clear mission to develop solutions that help our investors meet their investment goals.
As we have grown, we have also expanded our offerings - not simply to scale, but to meet the evolving needs of investors seeking anything from capital preservation and stable income to enhanced returns and diversification. Our selection of investment strategies today is a reflection of the needs of our clients as we continue to partner with them throughout their investment journey. Underlying all new fund launches are our core values - excellence, partnership, transparency, integrity - and a commitment to aligning our interests with those of our clients.
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