US Taxable Municipal

Investment Objective

Seeks to exceed the benchmark return by 50 basis points annually over the course of a market cycle.

Investment Style

Construct a portfolio using US taxable municipal bonds that are investment grade at the time of purchase and seek to add value through yield curve management, sector allocation and security selection.

Investment Vehicles

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

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 US Taxable Municipal Assets:
US$103.7 million (as of March 31, 2017)
Benchmark: Bloomberg BarclaysTaxable Municipal US Aggregate Eligible Index
Inception Date: 01 Jan 14
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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.