XXXXX | High Quality Global Senior Floating Rate Income Fund
Why Invest
Targets a stable level of income generation whilst seeking to preserve investors’ capital. The fund’s managers seek to achieve this by investing primarily in a portfolio of North American, European Union and United Kingdom high quality senior secured floating rate loans which are primarily below investment grade, and the portfolio will be diversified by both industry and borrower
Attractive Yield with Potential Diversification Benefits
Offering attractive yield potential with limited duration. The floating-rate, secured nature of senior loans may provide diversification benefits relative to traditional equity and fixed income securities
Sustainable Income Generation with a Focus on Capital Risk Management1
Through investments primarily in a portfolio of high quality senior secured floating rate loans with a minimum investable rating of B3/B-. The fund has no currency allocation limits
Active Investment Approach Based on Robust Proprietary Tools and Fundamental Analysis
A disciplined and repeatable credit selection process with input from a large credit team analysing opportunities across the capital structure
Stable and Deeply Experienced Team
Experienced and stable investment team with the lead portfolio managers averaging over 20 years of industry experience
*There can be no assurance that the fund will achieve its investment objective
*There can be no assurance that the fund will achieve its investment objective
