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Core Plus/Core Products

Diversified Income Strategy

Diversified Income Strategies is a broad market strategy that seeks to generate high levels of current income and attractive total returns. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, preferred stock, convertible bonds, Treasuries, agencies, ETFs, and closed-end mutual funds. 

 

Diversified Income Strategy Quarterly Product Profile

Core Plus

The Ultra Enhanced Core strategy is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade and high yield corporates, mortgage-backed and securitized securities, Treasuries, and agencies. 

 

Ultra Enhanced Core Quarterly Product Profile
Ultra Enhanced Core SMA Quarterly Product Profile

Investment Grade Core

The Investment-Grade Core strategy is a broad market strategy focused on generating attractive risk-adjusted total return. The strategy actively expresses our macroeconomic views to pursue value through duration and yield curve management, sector allocation, and security selection. Eligible investments include investment-grade corporates, mortgage-backed and securitized securities, Treasuries, and agencies.

 

Investment Grade Core Quarterly Product Profile
Investment Grade Core SMA Quarterly Product Profile

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