Approach
The Investment Grade Credit strategy employs a total return approach, offering a comprehensive yet focused approach to investing in the full range of investment grade U.S. corporate bonds. We believe that selecting securities based on rigorous credit research and a keen awareness of credit cycles is critical for identifying investment opportunities and managing downside risk.
Key Benefits
- Experienced, Consistent Team: Dedicated team with extensive experience across wide array of credit strategies and mandates with unique risk/return and duration profiles, which allows for more unique balance and insight when making investment decisions
- Advantaged Security Selection: Our analysts maintain multiple touchpoints with corporate management teams, allowing for deeper insight into corporate trends and management styles
- Genuine Investment Grade Allocation: Our strategy is simple and "pure" to provide investors with direct U.S. investment grade credit exposure, no currency exposure, and no duration bets
Performance
Performance
| As of 10/31/24 | 1 Month | 3 Month | YTD | 1yr | 3yr | 5yr | 10yr | Since Inception (2/01/09) |
|---|---|---|---|---|---|---|---|---|
| Gross | -2.28 | 1.12 | 3.65 | 14.69 | -1.77 | 1.49 | 3.45 | 6.37 |
| Net | -2.30 | 1.05 | 3.43 | 14.39 | -2.02 | 1.23 | 3.17 | 6.05 |
| Index* | -2.43 | 0.86 | 2.77 | 13.63 | -2.07 | 0.54 | 2.57 | 4.73 |
* Bloomberg U.S. Corporate 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 Investment Grade Credit Strategy Quarterly Commentary
Date: September 30, 2024
Approved For: Public Use Material
Voya IM Fixed Income Profile
Date: September 30, 2024
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Voya Investment Grade Credit Strategy Brief
Date: September 30, 2024
Includes Investment Commentary
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team
Anil Katarya, CFA
Global Head of Investment Grade Credit
Years of Experience: 26
Years with Voya: 24
Travis King, CFA
Head of U.S. Investment Grade Corporates
Years of Experience: 26
Years with Voya: 19
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 principal risks are generally those attributable to bond investing. Holdings are subject to market, issuer, credit, prepayment, extension and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition.