US National Day of Mourning for President Carter – non-dealing day in this fund
Please note we are declaring an additional non-dealing day for this fund. A non-dealing day will be in place on Thursday 9 January 2025, with dealing resuming on Friday 10 January 2025. This is due to the US National Day of Mourning for President Carter, which will see the New York Stock Exchange closed for the day.
Investment Update
Watch the investment team recap this quarter.
Note: Filmed in July 2022.
INVESTMENT OBJECTIVE
A globally diversified fixed income fund that is designed to provide a steady income stream, while offering low volatility and stability of capital across economic cycles. We seek out value across sectors and geographies, identifying strategies priced for the best return potential in the current market environment. That means we can take advantage of unique opportunities within countries and sectors that are often overlooked or under-represented in market indices.
ABOUT THIS FUND
- A cash-plus strategy designed to seek a steady income stream and higher returns than a money market fund
- Places a high priority on seeking capital preservation
- A potential diversifier within fixed income allocation
