Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to provide a high level of current income consistent with capital preservation by investing globally in US dollar-denominated fixed income securities. It allocates the portfolio across investment grade and non-investment grade bonds, with at least 65% issued by US-based entities and a minimum 50% in investment grade securities under normal market conditions. The strategy employs fundamental credit research and quantitative analysis to identify attractive risk-adjusted opportunities across corporate, sovereign, and securitised sectors, with active duration and sector positioning. Through a multi-sector US dollar fixed income approach emphasizing income generation with capital preservation, the fund provides diversified exposure to the US bond market, appropriate for income-oriented investors seeking US dollar fixed income exposure with moderate credit risk tolerance. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +0.42% | +0.42% |
| 3-Year Return | +15.66% | +4.97% |
| 5-Year Return | +1.86% | +0.37% |
| 10-Year Return | +23.48% | +2.13% |
| All Time Return | +275.84% | +4.87% |
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