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For investors in Hong Kong

US Short Duration Bond Fund

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

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Overview

INVESTMENT OBJECTIVE

The Fund aims to seek as high a level of current income as is consistent with preservation of capital.

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The Fund invests at least 70% of its net asset value in short- and intermediate-term debt securities of US issuers. Although it has no pre-established quality standards, the Fund will invest at least 70% of its net asset value in investment grade debt securities.

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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 US Fixed Income/Head of Core Plus | Portfolio Manager
Greg Wilensky, CFA

Head of US Fixed Income/Head of Core Plus | Portfolio Manager

Industry since 1993. Joined Firm in 2020.

Michael Keough: Portfolio Manager
Michael Keough

Portfolio Manager

Industry since 2006. Joined Firm in 2007.

Performance

Cumulative Performance (%)
As of 2025/11/30
A2 USD (Net) Bloomberg 1-3 Year US Govt/Credit TR USD Diversified Bond - Short Term - OE
 
  Cumulative
  1MO 3MO 6MO YTD 1YR 3YR 5YR Since Inception
1998/12/24
A2 USD (Net) 0.41 1.12 2.91 5.20 5.32 15.58 8.49 98.10
Bloomberg 1-3 Year US Govt/Credit TR 0.47 1.14 2.66 4.98 5.21 14.83 9.96 120.28
USD Diversified Bond - Short Term - OE 0.36 1.09 2.69 4.89 4.98 15.68 12.65 75.62
Source: Morningstar, Inc., NAV-NAV, gross income reinvested where applicable. Past performance cannot guarantee future results.
Calendar Year Returns (%)
As of 2025/09/30
A2 USD (Net) Bloomberg 1-3 Year US Govt/Credit TR USD Diversified Bond - Short Term - OE
2024 2023 2022 2021 2020
A2 USD (Net) 4.73 4.60 -5.76 -0.44 4.45
Bloomberg 1-3 Year US Govt/Credit TR 4.36 4.61 -3.69 -0.47 3.33
USD Diversified Bond - Short Term - OE 4.11 5.49 -2.14 -0.31 1.01
Source: Morningstar, Inc., NAV-NAV, gross income reinvested where applicable. Past performance cannot guarantee future results.

Recommended holding period 5 Years

Example Investment: USD 10,000

Scenarios If you exit after 1 year If you exit after 5 years
MinimumThere is no minimum guaranteed return. You could lose some or all of your investment
StressWhat you might get back after costs8,490 USD8,360 USD
Average return each year-15.05%-3.51%
UnfavourableWhat you might get back after costs8,790 USD9,570 USD
Average return each year-12.10%-0.87%
ModerateWhat you might get back after costs9,640 USD10,160 USD
Average return each year-3.64%0.31%
FavourableWhat you might get back after costs10,300 USD10,580 USD
Average return each year2.99%1.13%
There is currently insufficient data to provide a useful indication of past performance to investors.

Portfolio

Top Holdings (As of 2025/11/30)
% of Fund
United States Treasury Note/Bond, 3.75%, 04/30/2027 6.50
United States Treasury Note/Bond, 3.63%, 08/31/2027 6.10
United States Treasury Note/Bond, 3.75%, 06/30/2027 5.95
Buy Protection, 1.00%, 12/20/2030 5.11
Janus Henderson Asset-Backed Securities Fund Z Acc USD Hedged 2.85
United States Treasury Note/Bond, 3.88%, 07/31/2027 2.61
United States Treasury Note/Bond, 3.50%, 11/15/2028 1.86
280 Park Avenue 2017-280P Mortgage Trust, 5.15%, 09/15/2034 1.66
DT Midstream Inc, 4.13%, 06/15/2029 1.31
United States Treasury Note/Bond, 3.50%, 11/30/2030 1.28
TOTAL 35.23
Portfolio holdings are subject to change without notice. 
Industry Allocation % of Fund % of Index % of Fund % of Index As of 2025/11/30
Maturity Breakdown of Fixed Income Holdings % of Fund % of Index % of Fund % of Index As of 2025/11/30
Credit Quality of Fixed Income Holdings % of Fund % of Index % of Fund % of Index As of 2025/11/30
Bond credit quality ratings provided by Barclays and reflect the middle rating received from Moody's, Standard & Poor's and Fitch, where all three agencies have provided a rating. If only two agencies rate a security, the lowest rating is used. If only one agency rates a security, that rating is used. Ratings are measured on a scale that ranges from Aaa (highest) to D (lowest).
Country/Geographic Exposures % of Fund % of Index % of Fund % of Index As of 2025/11/30
Regional Allocation % of Fund % of Index % of Fund % of Index As of 2025/11/30

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