US Long Investment Grade Credit Full Discretion

Investment Objective

Exceed the benchmark by 75-100 basis points annually over the course of a market cycle while targeting a tracking error of 100-150 basis points.

Investment Style

Construct and maintain a diversified portfolio of primarily long-dated investment grade credit bonds. This strategy can allow for opportunistic investments in high yield. Value can be added through sector rotation, rating allocation, and issuer/issue selection.

Investment Vehicles

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

Performance as of December 31, 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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Snapshot

Strategy AUM: Total US Long Investment Grade Credit Full Discretion Assets:
US$2.0 billion (as of December 31, 2016)
Benchmark: Bloomberg Barclays US Long Credit Bond index
Inception Date: 01 Dec 07
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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.