The Sub-Fund’s objective is to seek an annual rate of total return, before fund expenses, greater than the annual rate of total return of the Barclays U.S. Aggregate Bond Index (the "Benchmark Index"). The Investment Manager will attempt to keep the duration of the Sub-Fund’s portfolio substantially equal to the Benchmark Index. The dollar-weighted average portfolio effective maturity of the Sub-Fund will normally be more than five years but less than ten years during normal market conditions.
The Investment Manager invests at least 80% of its net assets in the following types of U.S. dollar-denominated debt obligations:
• U.S. government and other public-sector entities; and/or
• asset-backed and mortgage-backed obligations of U.S. and foreign issuers; and/or
• corporate debt of U.S. and foreign issuers.
Información sobre el fondo de inversión PrivilEdge Baird US Agg Bd
El fondo PrivilEdge Baird US Agg Bd, con ISIN, LU1511583079 de la gestora LOMBARD ODIER IM se sitúa en la posición entre los 28 fondos de la categoría RF Diversificada USD