Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver attractive yield with limited interest rate sensitivity by investing in short-dated global corporate credit, with currency exposure hedged back to US dollars. It allocates the portfolio across short-dated global corporate bonds across the credit spectrum, with average duration typically below three years, while systematically hedging non-USD currency exposure. The strategy employs Muzinich's specialist credit research focused on identifying attractive short-duration global credit opportunities with disciplined credit selection. Through hedged global short-duration enhanced yield investment, the fund provides defensive credit exposure with attractive yield in USD terms, appropriate for income investors seeking global credit participation with reduced interest rate risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +2.45% | +2.45% |
| 3-Year Return | +17.25% | +5.45% |
| 5-Year Return | +15.37% | +2.90% |
| 10-Year Return | +37.54% | +3.24% |
| All Time Return | +58.61% | +3.05% |
Link copied