Approach
The Global Bond strategy Invests in broad global bond sectors including a wide range of debt and currency instruments. We believe that intensive security level research paired with a broadly informed awareness of the economic and credit cycle is critical to identifying superior investment opportunities and managing downside risk.
Key Benefits
- A blended and diversified investment process driven by fundamental analysis for duration, yield curve and macro-economic factors and quantitative analysis for currency management and sector relative value analysis
- May invest in bonds and currencies of more than 20 different countries in seeking to exploit inefficiencies in markets around the world
- Proprietary risk budgeting and management tools guide portfolio construction
Performance
Performance
| As of 6/30/25 | 1 Month | 3 Month | YTD | 1yr | 3yr | 5yr | 10yr | Since Inception (8/01/06) |
|---|---|---|---|---|---|---|---|---|
| Gross | 2.43 | 5.42 | 8.56 | 10.61 | 4.52 | 0.17 | 2.27 | 4.03 |
| Net | 2.39 | 5.31 | 8.32 | 10.12 | 4.05 | -0.27 | 1.87 | 3.62 |
| Index* | 1.90 | 4.52 | 7.27 | 8.91 | 2.75 | -1.16 | 1.17 | 2.42 |
* Bloomberg Global Aggregate Index
Past performance does not guarantee future results.
Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.
The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.
Literature
Voya IM Fixed Income Profile
Date: March 31, 2025
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Voya Global Bond Strategy Brief
Date: March 31, 2025
Includes Investment Commentary
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team
Sean Banai, CFA
Head of Multi-Sector Fixed Income
Years of Experience: 26
Years with Voya: 26
Brian Timberlake, PhD, CFA
Head of Fixed Income Research
Years of Experience: 22
Years with Voya: 22
Disclosures
Peer Rankings: eVestment collects information directly from investment management firms and other sources believed to be reliable; however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution. All categories not necessarily included. Totals may not equal 100%. Copyright 2013-2023 eVestment Alliance, LLC. All Rights Reserved. Voya Investment Management composite peer rankings represent percentile rankings which are based on monthly gross of fee returns and reflect where those returns fall within the indicated eVestment’s universe. eVestment provides third party databases, including the institutional investment database from which the presented information was extracted. The eVestment institutional investment database consists of over 1,500 active institutional managers, investment consultants, plan sponsors, and other similar financial institutions actively reporting on over 10,000 products. Additional information regarding eVestment rankings for year to date and since inception performance of the composites is available on eVestment’s website. For more information about the rankings presented above, including universe and additional time periods, please see our detailed eVestment ranking slides.
Principal Risk
The strategy employs a quantitative investment process. The process is based on a collection of proprietary computer programs, or models, that calculate expected return rankings based on variables such as earnings growth prospects, valuation, and relative strength.
Data imprecision, software or other technology malfunctions, programming inaccuracies and similar circumstances may impair the performance of these systems, which may negatively affect performance. Furthermore, there can be no assurance that the quantitative models used in managing the strategy will perform as anticipated or enable the strategy to achieve its objective.
Foreign investing poses special risks, including currency fluctuation, and economic and political risks not found in solely domestic investments. Emerging market securities may be especially volatile. The strategy may use derivatives such as options and futures, which can be illiquid and may disproportionately increase losses and have a potentially large impact on performance. The strategy is subject to both credit and interest rate risk. The share price and yield will be affected by interest rate movements, with bond prices generally moving in the opposite direction from interest rates. High yield, below-investment-grade debt securities may include issues that are highly speculative and more volatile. To the extent that the strategy invests in mortgage-related securities, its exposure to prepayment and extension risks may be greater than investments in other fixed income securities. Other risks include but are not limited to borrowing/leverage risks, debt securities risks, non-diversification risks, risks associated with other investment companies, price volatility risks, inability to sell securities risks and portfolio turnover risks.