Our neutral duration, Core Total Return strategy emphasizes active management utilizing sector rotation, yield curve management and security selection. The use of high yield securities and bank loan funds complement this approach to form the basis for our Core Plus fixed income strategy. Tactical allocation to these sectors outside the investment grade universe is expected to enhance returns without unduly increasing portfolio variability.

To learn more about neutral duration fixed income management, please read the Q&A with our fixed income team.

Key features of the Core Plus strategy:

• 50-70 investment grade and non-investment grade securities
• Exposure to bank loan market via mutual funds

Three major tenants guide our Core Plus investment philosophy:

• Neutral duration strategy
• Sector rotation emphasizing yield-enhanced sectors
• Security selection made according to relative value opportunities

View detailed Core Plus portfolio characteristics