U.S. Core Fixed Income
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This strategy invests in treasury, government-related, corporate and securitized fixed-rate bonds. The strategy is typically benchmarked to the Bloomberg US Aggregate Bond Index and can be managed on a currency hedged or unhedged basis.
Why Mondrian for Fixed Income?
* PRI (Principles for Responsible Investment) scores are based on information reported directly by PRI signatories. All signatories are required to participate and must complete the Reporting Framework to be included. Scores are not indicative of past or future investment performance. Mondrian has not solicited or paid for any of these scores. Mondrian pays signatory dues as part of its obligations as a signatory to the PRI.
Please refer to www.unpri.org for the PRI assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal.
2021 PRI Assessment Scores: Investment & Stewardship Policy: 3 Stars; Direct-Listed equity-Active fundamental–incorporation: 4 Stars; Direct-Listed equity-Active fundamental–voting: 3 Stars; Direct-Fixed income–SSA: 5 Stars; Direct-Fixed income–Corporate: 5 Stars.
As of June 30, 2023
U.S. Core Fixed Income Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from firstname.lastname@example.org.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Source: Mondrian Investment/Bloomberg
As of June 30, 2023
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News and Insights
Reading Time: 2 minutes Purchasing Power Parity method (PPP) provides a consistent measure of value across all currencies – a process we have employed since the founding of our firm in 1990.
Reading Time: 2 minutes Only the second time the USD has been over 2 standard deviations overvalued, If history is any guide, the dollar could have much further to fall, boosting the return on unhedged global bonds vs US domestic bonds.