Cutwater - Asset Management
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CORE PLUS FIXED INCOME
- Seeks total return with a combination of income and capital appreciation
- Invests in a diversified portfolio of fixed income securities
- Strategy has the ability to invest up to 25% in out of benchmark sectors including U.S. TIPS, high yield and emerging markets
objective
The investment objective of our Core Plus Fixed Income strategy is to maximize
risk-adjusted total return with a combination of income and capital appreciation.
The portfolio seeks to achieve its objective by investing in a diversified portfolio
of investment-grade fixed income securities. The manager seeks to consistently outperform
the benchmark, the Barclays Capital U.S. Aggregate Index, through the active
management of interest rate positioning, sector allocation and security selection.
"Core Plus" exposures for these portfolios will consist of allocations to the U.S. investment
grade bond market. Interest rate exposure is generally managed within a +/- 25%
range of benchmark duration. Portfolio guidelines generally allow for an allocation
of up to 25% to out-of-benchmark "Plus" sectors. These sectors can include, but
may not be limited to, high yield, emerging markets, non-dollar and U.S. TIPS.
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sector allocation
as of 3/31/2013
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statistics
as of 3/31/2013
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quality
For more information, please contact us.
There can be no guarantee that the investment techniques, strategies and risk analyses used by Cutwater will produce the desired results. Investment involves risks, including the possible loss of principal.