Investment Objective and Strategy

The fund seeks high current income with capital appreciation by investing primarily in fixed-income securities and preferred shares issued around the world. The fund may not invest more than 25% of the total value of the invested assets (excluding cash) in a particular industry.

Diversification. Ideal for investors seeking an unconstrained worldview independent from the benchmark, allowing the fund to invest in bonds from any country, in any currency, and with the goal of finding the best values for the portfolio.

Multiple perspectives. Global and local experts gather customized knowledge to the fund by providing extensive country analysis and multiple perspectives and lenses.

Experienced management. Dr. Michael Hasenstab has managed the fund since 2005 and is backed by a large and experienced team of Global Macro analysts located around the world.