Low Duration Income Strategy
Seeking to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes.
iM Global Partner
Manager
September 2018
Inception of Strategy
USD
Base Currency
Investment Philosophy
The strategy is sub-advised by skilled, experienced managers executing differentiated income-oriented strategies often focused on non-traditional and/or less efficient market areas. The strategy seeks to generate returns higher than core bonds and with limited correlation to the Bloomberg U.S. Aggregate Bond Index , with volatility that is typically less than high-yield bond indexes. We designed the strategy to provide each manager with a high degree of flexibility to implement their strategies. The multi-manager structure allows each sub-advisor to take full advantage of compelling opportunities in their pursuit of high income, while achieving broad diversification at the overall fund level.The Team
Andrew P. Hofer
Brown Brothers Harriman
Portfolio Manager
Neil Hohmann
Brown Brothers Harriman
Head of Structured Products,
Portfolio Manager
Paul Kunz
Brown Brothers Harriman
Senior Vice President,
Credit Analyst
Anne Walsh
Guggenheim Partners
CIO
Steven Brown
Guggenheim Partners
Investment Management
CIO, Fixed Income
Adam Bloch
Guggenheim Partners
Managing Director,
Portfolio Manager
Evan Serdensky
Guggenheim Partners
Managing Director,
Portfolio Manager
Derek Devens
Neuberger Berman
Managing Director,
Senior Portfolio Manager
Rory Ewing
Neuberger Berman
Senior Vice President
Related Insights
Disclosure:
iMGP Fundsʼ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be viewed here or by calling 1-800-960-0188. Read it carefully before investing.
Mutual fund investing involves risk. Principal loss is possible.
Though not an international fund, the fund may invest in foreign securities. Investing in foreign securities exposes investors to economic, political, and market risks and fluctuations in foreign currencies. Though not a small-cap fund, the fund may invest in the securities of small companies. Small-company investing subjects investors to additional risks, including security price volatility and less liquidity than investing in larger companies. Multi-investment management styles may lead to higher transaction expenses compared to single investment management styles. Outcomes depend on the skill of the sub-advisors and advisor and the allocation of assets amongst them.
Diversification does not assure a profit nor protect against loss in a declining market.
Small-cap, mid-cap, and large-cap companies have market capitalizations of less than $2b; from $2b to $10b; and greater than $10b, respectively.
References to other mutual funds should not be deemed an offer to sell or solicitation of an offer to buy shares of such funds.
Index Definitions | Industry Terms and Definitions
The iMGP Funds are distributed by ALPS Distributors, Inc.