Investing in predominantly USD-denominated mortgage-related securities and other asset-backed securities
Dynamically balancing return-seeking and risk-reducing assets through investments in securitized credit (including high yield) in search of returns when market opportunities are available, and in high-quality bonds such as agency mortgage-backed securities when markets are risk-averse
Employing a dynamic, flexible, opportunistic approach that integrates proprietary quantitative research with fundamental analysis
The Portfolio uses the benchmark shown for comparison purposes only. The Portfolio is actively managed and the Investment Manager is not constrained by its benchmark when implementing the Portfolio’s investment strategy.
Ongoing charges include fees and certain expenses of the Portfolio as of the most recent KIID, and may be subject to a cap which is reflected above if applicable.
Holdings are subject to change without notice.
These and other risks are described in the Portfolio's prospectus
Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
