Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in January 2024).
INVESTMENT OBJECTIVE
This Fund’s investment objective is to seek high current income with a secondary focus on capital appreciation. Under normal circumstances, the Fund pursues its investment objective by investing principally in a multi-sector portfolio of Debt Securities from issuers located anywhere in the world (including Developing Markets).
ABOUT THIS FUND
- A dynamic, multi-sector income fund that seeks high, current income with lower volatility than a dedicated high-yield strategy.
- Leverages bottom-up, fundamental analysis to focus on identifying the best risk-adjusted returns across fixed income sectors.
- Typically holds 35% to 65% in below-investment-grade bonds.
