Strategy

We seek to increase the value of your investment over time through total return, using a combination of income and capital growth. To do this we:

  • Use a systematic (i.e. rule based) investment process and quantitative research to build a diversified portfolio of US dollar denominated, investment grade, corporate bonds using a dynamic, multi factor systematic approach to identify securities with the best future risk-adjusted returns.

  • The approach considers a number of factors in seeking to generate returns through a “bottom-up” security selection process.

  • These factors include: value, momentum, size, quality, carry, volatility, and may change over time.

Portfolio Management Team




Investment Risks to Consider

These and other risks are described in the Fund’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:

  • Convertible securities risk
  • Currency risk
  • Debt securities risk
  • Derivatives risk
  • Emerging-markets risk
  • Hedging risk
  • Leverage risk
  • Market risk
  • Prepayment risk
  • Sustainability risk
  • systematic-quantitative-model-risk


Fund Literature