Tactical Fixed Income

Strategy Overview

Investment approach

Extensive fundamental internal research results in opinions independent from market trends and contrarian at market extremes, providing the foundation for potentially considerable long-term active duration positioning, while shorter term tactical trading also offers important added value opportunity.

Key Characteristics

  • Established and stable fixed income team recognized as one of the top duration managers
  • Broad duration ranges and an ability to quickly adjust positioning allow for strong added value, capital preservation and excellent risk-adjusted performance.
  • Proven ability to generate strong and consistent outperformance across market conditions
  • Conservative approach to credit analysis aimed at identifying high quality, liquid securities offering attractive yields


Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.