Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund seeks to generate attractive risk-adjusted returns through active management of US dollar-denominated investment-grade corporate bonds with institutional-class features. It invests primarily in a diversified portfolio of high-quality corporate debt rated AAA to BBB-, focusing on delivering consistent income and capital preservation. The strategy combines rigorous fundamental credit analysis with quantitative insights to identify mispriced securities and optimize sector allocation. Through active duration and credit risk management, the fund targets outperformance versus its benchmark while maintaining defensive positioning, appropriate for sophisticated fixed income investors seeking enhanced returns with institutional access and lower ongoing charges. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +0.58% | +0.58% |
| 3-Year Return | +13.61% | +4.34% |
| 5-Year Return | -5.32% | -1.09% |
| 10-Year Return | +21.13% | +1.93% |
| All Time Return | +209.75% | +4.07% |
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