US Limited Duration Constrained

Investment Objective

Seeks to achieve returns in excess of the benchmark.

Investment Style

Construct a portfolio using major fixed-income sectors. 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 Limited Duration Constrained Assets:
US$12.2 billion (as of March 31, 2017)
Benchmark: BofA Merrill Lynch 1-3 Year US Treasury Index
Inception Date: 01 Apr 06
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Sector Allocation

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Portfolio Characteristics

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Past performance is not indicative of future investment results, the value of any investment can fall as well as rise.