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U.S. Core Plus
Investment Style

U.S. Core Plus is a core bond portfolio strategy that seeks maximum current income and price appreciation consistent with the preservation of capital and prudent risk taking. All sectors of the bond markets are utilized to add value while maintaining an overall risk level similar to the benchmark.

Benchmark
Barclays Capital Aggregate Index, Barclays Capital Government and Corporate Index, Salomon Brothers Broad Investment Grade Index
Portfolio Duration
Duration is managed between three and six years. Duration is generally within one year of the portfolio's index
Market Sectors Utilized
Government, Corporate, Mortgage, Asset Backed, Money Market, Emerging Markets, Inflation Linked and Hedged International.
Value Added
U.S. Core Plus seeks to add value through multiple sources including:

Duration Management
Yield Curve or Maturity Structuring
Sector Rotation
Bottom Up Techniques to Identify Undervalued Securities
Quantitative Research
Credit Research
Volatility Analysis
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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