Global Sovereign

Investment Objective

Exceed the benchmark return by 100 basis points annually over the course of a market cycle while approximating benchmark risk.

Investment Style

Construct a portfolio using all major global investment-grade fixed-income markets and currencies, with a bias towards government issues.

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 Global Sovereign Assets:
US$11.6 billion2 (as of March 31, 2017)
Benchmark: Citi World Government Bond Index (USD Unhedged)
Inception Date: 01 Jun 99
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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.
2Includes Global Sovereign and Global Sovereign Limited Duration portfolios managed by the London office.