Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver high current income with capital appreciation potential through dynamic allocation across global income-generating asset classes. It allocates flexibly across global high yield bonds, dividend equities, preferred securities, securitised credit, and emerging market debt, with tactical asset class rotation based on market conditions. The strategy combines fundamental credit and equity research with macroeconomic analysis and active asset allocation, focused on optimising income generation and risk-adjusted returns across the income-producing universe. Through dynamic multi-asset income investment emphasizing yield and tactical positioning, the fund provides diversified income exposure across asset classes, appropriate for income-oriented investors seeking flexible high income with active management. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +11.48% | +11.48% |
| 3-Year Return | +38.01% | +11.35% |
| 5-Year Return | +20.74% | +3.84% |
| All Time Return | +52.50% | +5.04% |
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