Fixed income

U.S. Core Plus Bond Strategy

The strategy is a foundational fixed income portfolio that aims to deliver total return in excess of the Bloomberg U.S. Aggregate Index by allocating a minimum of 65% to benchmark sectors and up to 35% to global plus sectors.

Competitive advantages

Clock

Investment horizon

The team uses a six-month investment horizon to anticipate market inflection points.

Adjust

Multiple levers

The team strategically allocates, by objective, to a variety of alpha sources through security selection, sector allocation, and duration and curve positioning.

Trade

Unbiased approach

The team seeks diversified and unbiased sources of alpha in an effort to generate compelling returns over a market cycle.

Composite performance

Average annual returns Add Minus

Average annual returns

(as of 12/31/2023)
1M
3M
YTD
1Y
3Y
5Y
Inception
Fund
4.03
7.17
6.84
6.84
-2.60
2.47
2.93
Benchmark
3.83
6.82
5.53
5.53
-3.31
1.10
1.30

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Calendar year Add Minus

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
Fund
6.84
-13.70
0.23
11.67
9.45
-0.19
5.67
5.48
Benchmark
5.53
-13.01
-1.54
7.51
8.72
0.01
3.54
1.25

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.


Our team
Meet the investment team

The team employs a sector specialist model whereby tenured investment professionals are supported by rigorous credit research to source opportunities across global fixed income markets.

Contact Us

We look forward to helping you with your investment needs