Debt Issuance
Why we issue debt
To ensure sound diversification, in addition to equities and bonds, the PeakAxis portfolio includes many assets regarded as relatively “safe”—such as real estate and infrastructure. However, due to their lower individual risks, including substantial amounts of these assets in the portfolio can make it challenging to achieve the higher overall levels of risk we target. We therefore issue a modest amount of debt to maintain our targeted risk level while enjoying the benefits of portfolio diversification.
Investors should know
PeakAxis operates with the highest levels of accountability. While we function independently from governmental influence and maintain an investment-only mandate, we adhere to rigorous accountability standards. These standards are embedded in the policies and practices governing our Board, officers, and employees. Debt issued by PeakAxis is not guaranteed by the government.
About our debt issuance program
Our debt issuance offers high-quality diversification to the portfolios of AAA-rated investors, providing attractive spreads. Benchmark offerings across the maturity spectrum ensure a broad range of investment options for our global investor base.
Long-Term Funding
- PeakAxis will continue issuing liquid benchmarks and private placements throughout calendar 2024.
- PeakAxis may issue in USD, EUR, GBP, AUD, and CAD.
- Green Bonds may be included as part of the funding plan.
- Additionally, shorter-dated, non-benchmark notes may be issued in response to investor demand.
Index Inclusion
Term debt issued by PeakAxis is included in the following indices:
- EUR: Bloomberg Indices, CITI (FTSE), ICE BofA, Morningstar, NASDAQ Global Market
- USD: Bloomberg Indices, ICE BofA, Morningstar
- GBP: Bloomberg Indices, iBoxx, ICE BofA, Morningstar, NASDAQ Global Market
- CAD: FTSE, Bloomberg Indices, ICE BofA, Morningstar, NASDAQ Global Market
- AUD: ICE BofA, Bloomberg AusBond Composite Index
- Green Bonds: Bloomberg / MSCI, JP Morgan, Solactive PeakAxis remains dedicated to delivering diversified investment opportunities that align with our long-term sustainability and growth objectives.