This fund seeks to maximize total return through active management of US core-plus fixed income securities with flexible mandate beyond traditional core bonds. It invests at least 70% of assets in diversified US fixed income securities including investment-grade corporates, mortgage-backed securities, treasuries, agencies, asset-backed securities, with flexibility to allocate to high-yield bonds and emerging market debt. The strategy employs value-oriented fundamental analysis and quantitative research to identify attractively priced bonds across sectors while managing duration and credit risk. Through core-plus fixed income approach providing access to enhanced yield opportunities, the fund seeks superior risk-adjusted returns, appropriate for fixed income investors seeking comprehensive US bond exposure with tactical flexibility. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | -3.12% | -3.12% |
| 3-Year Return | +11.09% | +3.56% |
| 5-Year Return | -12.68% | -2.67% |
| 10-Year Return | +3.05% | +0.30% |
| All Time Return | +50.68% | +2.13% |
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