Objective

The investment objective of the Fund is to seek a total return, which is comprised of both income and capital gains, over a full market cycle.

Strategy

The Fund seeks to acheive its investment objective by investing primarily in an actively managed diversified portfolio of global investment grade rated fixed and floating rate instruments located in any country globally, including emerging markets.

Who Should Invest

The Fund is designed for investors seeking a strategy that targets total return with a focus on investing in a diversified portfolio of primarily investment grade bonds.

Risks

The value of investments and the income they provide can fall as well as rise and investors may not get back the amount originally invested. The Fund may use derivatives for investment purposes. These are complex instruments that carry the risk of causing increased volatility in the value of the Fund.