Income
Designed for investors looking for a regular income of around 3% to 4% pa.*
Stability
Seeks low volatility and capital stability over the long-term
Diversification
Balances investments in high quality investment grade bonds with higher-yielding corporate bonds
Strong total return potential
Powered by a balanced, multi-sector approach that has successfully navigated different market environments for over 20 years
A leader in fixed-income investing with over $290 billion AUM
Fixed-income securities risk:
Investments in fixed-income securities will change in response to fluctuations in interest rates and currency exchange rates, as well as changes in the credit quality of the issuer.
Credit risk:
The risk that issuers or counterparties may not be able to meet interest payments or repay the capital borrowed. A default by the issuer may impact the value of the Portfolio.
Lower-rated and unrated instruments risk:
These types of securities are subject to a greater risk of loss of capital and interest, and are generally less liquid and more volatile.
Other risks include:
Market risk, derivatives risk, emerging-markets risk, liquidity risk, focused portfolio risk, portfolio turnover risk, OTC derivatives counterparties risk, structured investments risk, sovereign-debt obligations risk and corporate debt obligations risk.
These and other risks are described in the Portfolio’s prospectus.