Investor suitability

For those who:

• Are seeking income and capital appreciation from exposure to global fixed-income securities
• Are comfortable with a fund that invests primarily in global investment-grade
• securities
• n Own, or plan to own, other types of investments to diversify their holdings
• Are comfortable with low risk

Fund overview

The Fund uses a macro and credit research driven decision making process to invest in fixed-income securities of global corporations, governments or other entities. The Fund will typically invest no more than 25% of its net assets in high yield and emerging market debt.

Fund/ETF Facts (2026-07-31)

Minimum investment

$500 initial/$0 additional