Approach
Key Benefits
- A short duration and quality-focused strategy aimed at providing protection through volatile markets
- Top-down macro themes shape overall strategy and provide context for our bottom-up security selection
- Balanced emphasis on quantitative and qualitative inputs foster strong checks and balances and validation for our investment themes
- Proprietary risk budgeting and management tools guide portfolio construction
- Historically competitive absolute and risk-adjusted performance over time
Performance
Performance
As of 2/28/21 | 1 Month | 3 Month | YTD | 1yr | 3yr | 5yr | 10yr | Since Inception (1/01/13) |
---|---|---|---|---|---|---|---|---|
Composite Gross | 0.08 | 0.71 | 0.36 | 2.62 | 3.67 | 2.92 | - | 2.44 |
Composite Net | 0.06 | 0.65 | 0.32 | 2.37 | 3.42 | 2.67 | - | 2.17 |
Index* | -0.03 | 0.09 | 0.00 | 1.94 | 3.11 | 2.09 | - | 1.60 |
Gross Excess Return | 0.11 | 0.61 | 0.36 | 0.68 | 0.56 | 0.83 | - | 0.84 |
* Bloomberg Barclays U.S. Government/Credit 1-3 Year 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 Short Duration Strategy Brief
Date: December 31, 2020
Includes Investment Commentary
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Voya IM Fixed Income Profile
Date: December 31, 2020
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team

Matt Toms, CFA
Chief Investment Officer, Fixed Income
Years of Experience: 27
Years with Voya: 12

Sean Banai, CFA
Head of Portfolio Management
Years of Experience: 22
Years with Voya: 22

Bob Kase, CFA
Senior Portfolio Manager
Years of Experience: 37
Years with Voya: 14

Dave S Goodson
Head of Securitized
Years of Experience: 25
Years with Voya: 19

Randy Parrish, CFA
Head of Credit
Years of Experience: 31
Years with Voya: 20