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Strategic Income: The foundation of your bond allocation
Strategic Income: A multi-sector income portfolio
Are you looking for a steady income for your bond portfolio across all market cycles?
If so, you should consider talking to UBP’s experienced experts from our GMC | Global Multi-Sector Credit Group. UBP’s income strategy is designed to generate income by capitalising on investment opportunities globally while maintaining the framework of an investment-grade portfolio.
The strategy is managed by an experienced team of fixed income experts whose track record dates back to 2007. They analyse opportunities in global corporate, securitised, and sovereign bond markets while actively adapting the investment portfolio to shifting market conditions and evolving macroeconomic risks.
The team emphasises the fundamental analysis of issuers and income-generating assets, as well as minimising the portfolio’s default risk. As a result, the strategy is designed to deliver steady income with an investment-grade credit profile.
November 2025
Why choose the Strategic Income approach?
Sustained income
This strategy aims to provide you with steady yields so you can plan ahead.
Investment-grade portfolio profile
A focus on quality issuers.
Multi-sector strategy
The investment team draws on the best opportunities across global markets.
Want to know more about what UBP’s GMC | Global Multi-Sector Credit Group can do for you?
Contact them here and they’ll be happy to explore the ways in which we can help you achieve your goals by optimising your bond portfolio with the Strategic Income approach.
Frequently asked questions about UBP’s Strategic Income strategy
Fundamental analysis is central to portfolio construction and is carried out by the team’s experts. They focus on evaluating issuers by assessing credit quality, financials, business models, and industry trends to build a strong, diversified portfolio.
We conduct ongoing analyses of bond valuations. These analyses are integrated into an assessment of an investment’s fundamental credit quality, enabling us to target opportunities that deliver sustained income while minimising default risk.
Macroeconomic trends play a significant role in shaping the performance of fixed income portfolios. For us, managing the portfolio’s exposure to these risks is of utmost importance. The team’s macroeconomic oversight serves to evaluate major portfolio risks.
“The concept of the strategy stems directly from discussions with investors. It is designed for and by UBP’s investors and is specifically tailored to meet their needs.”
Meet UBP’s fixed income experts
The GMC | Global Multi-Sector Credit Group combines extensive experience with in-depth expertise across global fixed income markets. Led by Philippe Gräub, the team includes highly experienced sector experts who are dedicated to delivering superior risk-adjusted returns to investment portfolios.
Key facts and figures
- A consistent investment process since 2007 under the same lead portfolio manager who has some 25 years of experience in the field.
- USD 24 billion in assets under management (as at 31 December 2025).
- 18 highly experienced investment professionals operating out of Geneva, London, and Paris.
- An investment platform serving a diverse range of investor profiles and built to operate across different market regimes.
Associated Risks: Investments in fixed income securities are subject to risks, including credit risk, interest rate risk, and market risk. Investors should be aware that the value of their investment may fluctuate, and they may not recover the full amount of their invested capital.
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