For investors in Hong Kong

US Short-Term Bond Fund

A dynamic, core short-term bond fund with a history of generating risk-adjusted returns and preserving capital

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide as high a level of income as is consistent with the aim of limiting losses to capital over the long term.

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The Fund invests at least 80% of its assets in US short-term and intermediate-term bonds, issued by governments or companies. Although it has no pre-established quality standards, the Fund will invest at least 70% of its assets in investment grade bond.

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ABOUT THIS FUND

  • Leverages a bottom-up process using fundamental analysis and dynamic sector allocation aiming to generate returns through individual security selection
  • Integrated global fixed income and equity research effort seeks to identify the best risk-adjusted opportunities
  • Proprietary research and risk management system, Quantum Global, is integrated into the investment process

PORTFOLIO MANAGEMENT

Greg Wilensky, CFA

Head of U.S. Fixed Income | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Seth Meyer, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2004.

Performance

Portfolio

Documents