Strategic Income Fund
A flexible, multi-sector fixed income strategy that seeks attractive risk-adjusted results by investing across the entire bond market with a focus on exploiting mispriced sectors
- Attractive return potential is the result of investment insights and judgment applied to portfolios in a risk-controlled framework
- Multiple alpha sources include asset allocation, sector rotation, country positioning, security selection, currency management, and interest rate/duration decision
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Product Characteristics
$10,000 Hypothetical Investment
This chart shows the value of a hypothetical $10,000 investment in the Fund since inception. All results include the reinvestment of income dividends and distributions. Returns do not reflect the effect of taxes an investor would pay on Fund distributions or on the redemption of Fund shares. Results represent past performance and do not indicate future results. Performance figures would be reduced if sales charges were applied.
Lonsec
Lonsec is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to investment and advice solutions.
Research Report (pdf) - Wholesale Investor Onlywww.lonsec.com.au
Zenith
Zenith’s managed funds research team is one of the largest nationally and has consistently been ranked as Australia’s leading research house over the past four years.
Research Reportwww.zenithpartners.com.au
