Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver attractive total return by investing in fixed income securities of issuers in financially stable countries. It allocates the portfolio across sovereign and corporate bonds of issuers in countries with strong external balance sheets, low debt levels, and sustainable fiscal positions, including select emerging markets meeting these criteria. The strategy employs New Capital's specialist macroeconomic and credit research focused on identifying attractive opportunities in financially robust countries. Through wealthy nations bond investment emphasizing macroeconomic discipline, the fund provides differentiated fixed income exposure with focus on financially strong issuers, appropriate for fixed income investors seeking sovereign-quality participation across both developed and emerging markets. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +0.66% | +0.66% |
| 3-Year Return | +14.82% | +4.71% |
| 5-Year Return | -10.43% | -2.18% |
| All Time Return | -1.92% | -0.28% |
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