From the fund's most recent prospectus ... which stepped up and added ~$100bn to their balance sheets. As the Fed’s balance sheet roll-off plan remained contained, the net impact of supply ...

He and Ivascyn were named Morningstar Fixed-Income Fund Managers of 2013. They were joined in July 2018 by portfolio manager Joshua Anderson, a specialist in structured product, real estate ...

The fixed-income sleeve ... the team’s views on income potential in that sector, leading to the purchase of AT&T in November 2023. That position now sits in the fund’s top 10 holdings with ...

In alignment with our balanced capital allocation strategy, we successfully repaid the remainder of our variable rate debt leaving $25.6 million of fixed rate debt on our balance sheet at year-end.

The Fund aims to achieve income whilst protecting capital wherever possible. The Fund will invest at least 80% of its portfolio in a combination of global fixed income securities and units in ...

The Fund’s investment objective is to achieve a total return over rolling 12-month periods by primarily investing in Short Term Fixed Income Securities. The Fund will invest at least 70% in Short Term ...

"One overlooked aspect of dividend income is the tax advantage many dividend stocks have over fixed-income securities ... strategy is to invest in mutual funds and exchange-traded funds, or ...

The investment objective of the fund is that " The scheme seeks to provide investors ... of high growth companies and balance the risk through investing the rest in fixed income securities. " 2. It is ...

Fund Size: The ICICI Prudential Fixed Maturity Plan ... Investment Objective - The Scheme seek to generate income by investing in a portfolio of fixed income securities/debt instruments maturing on or ...

The growing interest in fixed-income hedge funds underscores the broader trend of investors seeking resilient, ...

State Street Global Advisors sees robust demand for bond strategies as sector funds, notably tech ETFs, fall out of favor.