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 September 30, 2016

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$12.0 billion2 (as of September 30, 2016)
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.
* Prior to 01 Jun 06, the JP Morgan Global Government Bond-Index USD Unhedged Index was used.
- Represented by Global Sovereign (USD Unhedged) Composite.