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 high yield corporate bonds, with currency exposure hedged back to US dollars. It allocates the portfolio across short-dated global sub-investment grade corporate debt, with average duration typically below three years, while systematically hedging non-USD currency exposure. The strategy employs Muzinich's specialist high yield credit research focused on identifying attractive short-duration high yield opportunities with disciplined credit selection. Through hedged global short-duration high yield investment, the fund provides defensive sub-investment grade exposure with reduced rate sensitivity in USD terms, appropriate for income investors seeking high yield participation with limited duration risk. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.18% | +3.18% |
| 3-Year Return | +18.95% | +5.95% |
| 5-Year Return | +17.76% | +3.32% |
| 10-Year Return | +36.45% | +3.15% |
| All Time Return | +63.86% | +3.14% |
Link copied