US Core Plus Fixed Income

Investment Objective

The US Core Plus Fixed Income strategy seeks a high level of total return. 


The strategy seeks to generate return by investing across the full maturity and credit spectrum of fixed income securities, including US Treasury, agency, securitized, investment grade and high yield corporate, emerging market and non-dollar corporate debt. The Fund focuses on active sector rotation, security selection, duration and yield curve strategies. We use a team approach in constructing investment strategy and portfolio decisions are supported by extensive fundamental, technical and quantitative research. Sector specialist portfolio managers execute investment strategy using a relative value framework, with the goal of capitalizing on opportunities across a wide range of market conditions.

The US Core Plus Fixed Income strategy typically maintains portfolio duration at +/- 20% of the duration of the Barclays US Aggregate Index. Exposure to high yield securities is limited to 20% of the portfolio and total exposure to non-dollar, high yield and emerging market debt is limited to 40% of the portfolio.

Management Team

Investment Philosophy

Investment Process

Key Features

Investment Options*