Achieving Superior Growth with Prudent Investment

The Flexible Income Fund is designed to surpass growth benchmarks by investing in high-yield current income securities and meticulously researched assets. Our investment strategy is grounded in a sophisticated analysis of future relative value and capital appreciation risk. Leveraging our extensive experience and proven methodologies, our aim is to outperform the growth benchmarks set by our competitors, enhancing our portfolio with strategic bond exposure based on rigorous active management and comprehensive research. Our performance goal for the Flexible Income Investment group is to exceed the highest bond rates or cash growth across varying interest rate cycles, all while maintaining strict control over absolute risk.

The Flexible Income Risk Profile: Moderately Positioned for Growth

Moderate Risk: Balancing growth potential with capital preservation.

Growth-Oriented: Aiming for positive returns through strategic investments.

Capital Preservation: Diligent analysis of growth opportunities versus risk.

Investment Term: Focused on a rolling 12-month period for agility and responsiveness.

Diverse Investment Instruments:

Nominal and inflation-linked bonds for stability and protection against inflation.

Money market instruments for liquidity and lower risk exposure.

Active Management for Growth and Preservation

Our growth strategy for the Flexible Income Fund involves an unconstrained, active management approach. By engaging in active duration investing and leveraging credit judiciously, we aim not only to meet our growth benchmarks but also to safeguard capital and liquidity. This flexible, dynamic approach allows us to navigate the complexities of the financial markets effectively, ensuring both robust growth and prudent capital preservation for our investors.