The Intermediate Government/Credit Fixed Income strategy seeks to generate total returns in excess of the Barclays Capital U.S. Government Credit Intermediate Index over a market cycle through the active management of sector, yield curve, security and duration allocations. The investment team seeks to leverage the firm’s deep fundamental credit research and analytical capabilities to enhance returns. Portfolios are broadly diversified across U.S. investment-grade sectors (Treasury, Agency, Corporate, Securitized, Municipal and Money Market). At a minimum, the average portfolio credit quality is Aa3 or AA-.
|SECTOR WEIGHTS (Range)|
1 Target Alpha is an investment objective and not a promise of future results or performance. It is calculated gross of fees over a 3 to 5 year time horizon. There can be no assurance that a portfolio will achieve its target alpha.
2 Barclays Capital Intermediate Government/Credit Index
Non-Index Structures include:
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