Strategy
Investment Approach
- Seeking to maximize total return and provide income through investment in a global bond multi-sector portfolio.
- A strong focus is devoted to risk management and in particular seeking to mitigate downside risk at all times.
- The strategy performance is measured against a cash benchmark.
- Expected average volatility: volatility is expected to remain between 2% and 4% annualized over a market cycle and should not exceed 5% per annum. (Actual results may vary, and the information should not be considered or relied upon as a projection of future performance.)
- The strategy is subject to interest rate and credit risk, as well as risks unique to international investing, such as change in currency values.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
This portfolio 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.