US Intermediate

Investment Objective

Exceed the benchmark return by 60 basis points annually over the course of a market cycle while approximating benchmark risk.

Investment Style

Construct a portfolio using all major fixed-income sectors with a bias towards non-Treasuries, especially corporate, mortgage-backed and asset-backed securities. Value can be added through sector rotation, issue selection, duration and term structure weighting.

Investment Vehicles

Separate Account: Contact your CSE or call 1-626-844-9400
Commingled Vehicle Available

Performance as of March 31, 2017

Returns for periods greater than one year are annualized. Please see the Performance Disclosure for more information.

Historical Performance: By Calendar Year

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Strategy AUM: Total US Intermediate Assets:
US$7.1 billion (as of March 31, 2017)
Benchmark: Bloomberg Barclays U.S. Intermediate G/C Bond Index*
Inception Date: 01 Oct 92
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Sector Allocation

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Portfolio Characteristics

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Product Commentary

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Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.
¹ Notional market value represents derivatives notional market value excluding interbank derivatives.
* Represented by the US BC Government/Credit Intermediate Composite.