Global Multi-Sector

Investment Objective

Maximize total return from income and capital appreciation within a volatility target of 5%-7%.

Investment Style

Construct a strategic multi-sector portfolio by investing in global fixed-income markets and currencies. Primarily, these are mortgage- and asset-backed securities, high-yield corporate securities, investment-grade corporate securities and emerging market securities. Value can be added by active sector selection and by security selection. Portfolio risk is controlled through broad diversification across markets and sectors.

Investment Vehicles

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

Performance as of December 31, 2016

The Global Multi-Sector Composite is not measured against a benchmark. There is no benchmark available which appropriately reflects the strategy of this Composite.

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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Snapshot

Strategy AUM: Total Global Multi-Sector Assets:
US$2.6 billion (as of December 31, 2016)
Benchmark: No Benchmark*
Inception Date: 01 Nov 96
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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.
* Represented by Global Multi-Sector (USD Unhedged) Composite.
1The Global Multi-Sector Strategy is not measured against a benchmark. There is no benchmark available which appropriately reflects the strategy.