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Global Investment Grade
Investment Style

Global Investment Grade Credit is an actively managed bond strategy that invests primarily in a diversified portfolio of investment grade corporate fixed income securities from issuers located in at least three countries, which can include the U.S. and countries in Europe. Global Credit seeks to maximize total return, consistent with preservation of capital and prudent investment management. The strategy invests primarily in investment grade securities, but may invest up to 10% of its assets in fixed income securities that are rated below investment grade.

Benchmark
Credit component of the Barclays Capital Global Aggregate
Portfolio Duration
Duration will normally vary between three and seven years
Market Sectors Utilized
Government, Agency, Corporate, Asset Backed, Derivatives, Collateralised/Covered
Value Added
Global Investment Grade Credit seeks to add value through multiple sources including:

Country Bond Allocation
Currency Risk Management
Duration Management
Yield Curve or Maturity Structuring
Bottom Up Techniques to Identify Undervalued Securities
Credit Research
Quantitative Research
Cost Efficient Trading
For more information, please go to the Contact Us page.

 

 Prior to November 1, 2008, the Barclays Capital indices were published by Lehman Brothers.



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