Skip to content This fund aims to generate income with capital growth potential by combining US convertible bonds, US high yield bonds, and US large-cap equities in a balanced multi-asset strategy. It typically allocates roughly one-third each to convertibles, high yield, and equities, providing diversified exposure across the US capital structure with embedded equity sensitivity through convertibles and yield generation through high yield. The strategy combines fundamental credit and equity research with active asset class rotation, tactically rebalancing among the three sleeves based on relative valuation and macroeconomic conditions. Through a multi-sleeve US income and growth approach emphasizing total return with current income, the fund provides hybrid exposure to US risk assets, appropriate for income-oriented investors seeking equity-like returns with bond-like income through diversified US allocations. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +9.03% | +9.03% |
| 3-Year Return | +34.23% | +10.30% |
| 5-Year Return | +22.81% | +4.19% |
| 10-Year Return | +114.64% | +7.93% |
| All Time Return | +206.30% | +7.86% |
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