U.S. Core Plus Fixed Income

Summary

TARGET

Tracking Error 2.00% - 3.00%
Excess Return 1.00% - 1.50%

Documents & Resources

N/A

 

The U.S. Core Plus Fixed Income strategy is built on a foundation of actively managed positions in government, corporate, and mortgage securities. It seeks to maximize total return and income by investing a portion of the portfolio in high-yield, emerging market, and non-dollar issues.

  • Significant areas of the bond market are inherently inefficient and mean reverting, which creates investment opportunities that can be exploited
  • Consistently strong risk-adjusted results can be achieved through a diversity of active positions in duration, yield curve, sector allocation and security selection encompassed within a risk-management framework

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Sources: Bloomberg Index Services Ltd, FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.