Global Total Return

Investment Objective

Seeks to maximize total return consistent with the current market environment independent of market direction and outperform the global broad market over the course of a market cycle.

Investment Style

Construct a portfolio that employs an actively, team-managed investment approach around a long-term, value-oriented investment philosophy. The strategy utilizes an opportunistic fixed-income approach, independent of any traditional bond index benchmark, which seeks to maximize total return through active macro strategies and tactical asset allocation across the global fixed-income opportunity set. It does this primarily by identifying relative value among securities and sectors in the investment-grade global fixed-income and currency markets. Strategies employed include duration and yield curve positioning, currency allocation / hedging, relative-value trading as well as sector rotation and issuer selection; while emphasizing macro strategies.

Investment Vehicles

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

Performance as of March 31, 2017

The Global Total Return 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 Total Return Assets:
US$540.4 million (as of March 31, 2017)
Benchmark: No Benchmark*
Inception Date: 01 Jan 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.
* The Global Total Return Composite is not measured against a benchmark. There is no benchmark available which appropriately reflects the strategy.