The Total Return Bond Fund is a diverse portfolio of
intermediate-term, investment grade securities, actively
managed to maximise total return while minimising risk
relative to the benchmark. The Fund invests primarily in US
government, mortgage and corporate bonds, but may have
tactical allocations to municipal, high yield and non-US
This Fund is an actively managed portfolio of core bonds that employs prudent risk management and seeks to maximize total returns in all market conditions.
The Fund Advantage
The Fund takes a long-term view and uses multiple concurrent strategies to limit the likelihood that any single strategy that falls out of favor would negate the positive returns from other strategies.
Bloomberg Barclays U.S. Aggregate (Euro Hedged) Index
PRIMARY BENCHMARK DESCRIPTION
Bloomberg Barclays U.S. Aggregate (Euro Hedged) Index represents securities that are SEC-registered, taxable, and dollar denominated. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. It is not possible to invest directly in an unmanaged index.