Strategy
Investment Objective
Seeks to generate positive returns from global fixed-income with a focus on downside risk and providing diversification from equity markets.Investment Approach
- To generate a consistent performance over the Benchmark by exploiting inefficiencies in the global fixed income and currency markets.
- To achieve a total return, including capital gains and income, in excess of 2% per annum above the Benchmark over the full economic cycle.
- To control the amount of risk taken and to limit downside risk.
Past performance is not a reliable indicator of future performance.
Risks
This Fund has been assigned a “Moderate risk” designation based on its exposure to a portfolio of global fixed income securities that may include high yield and emerging market debt, which may reduce liquidity and increase credit, currency, political and investment risk and may amplify the unpredictability of return. The portfolio may also make extensive use of Derivatives to achieve its objective.
Typical Investor
This Fund may be suitable for risk-oriented investors seeking the potential for a high level of current income and some appreciation over time and who can accept the risks associated with investments in global fixed income securities as well as those associated with the extensive use of Derivatives.