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?
*Please refer to www.unpri.org for the Principles for Responsible Investments (“PRI”) assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal.
As of March 31, 2022
U.S. Core Fixed Income Composite (USD)
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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 March 31, 2022
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Reading Time: 6 minutes As a value manager, Mondrian Investment Partners has always believed in conducting analysis that captures all potential material risks and opportunities; understanding and integrating the impacts of ESG factors has therefore consistently been part of our investment process.