About the Strategy
Amundi US Core Plus Fixed Income Strategy seeks to outperform the Bloomberg US Aggregate Index.
Benchmark
January 1, 1990
Inception Date
April 1, 1997
Vehicles
Separate Account
Comingled Fund
Mutual Fund
Our Amundi US Core Plus Fixed Income Strategy invests across a broad range of US-dollar fixed income sectors both within and outside of its benchmark, the Bloomberg US Aggregate Index. In doing so, the Strategy expands the opportunity set and increases the potential for higher returns. At the same time, the Strategy diversifies1 risk through investment in asset classes, such as non-investment grade (up to 20%) and in floating rate sectors that may have lower correlations with US investment grade fixed income sectors. Value is primarily added through asset allocation and security selection. Duration and yield curve positioning represent the Strategy's secondary alpha source.
1Diversification does not guarantee a profit or protect against a loss.
Overview
- Employees active asset allocation and bottom-up security selection as key drivers of alpha
- Seeks to exploit low correlations of global fixed income and non-investment grade debt markets with US investment grade markets
- Focuses on protection against permanent impairment of capital
PLEASE NOTE: The Internal Guidelines referenced do not necessarily represent prospectus / statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio's investments. The Portfolio's exposures, limitations, and / or risks.
Why Amundi US?
A strong fixed income investment culture focused on sound, fundamental research drives the management of the Amundi US Core Plus Fixed Income Strategy. Key features of the Strategy include:
- Value Approach: Assesses relative value across a range of US-dollar fixed income sectors and seeks strong total returns through investments in mispriced sectors and securities
- Active, Dynamic Asset Allocation: Overweights sectors strategically and industries that offer attractive relative value and work together to help with downside risk management
- Diversification and Lower Correlations: Invests across a broad range of US-dollar fixed income sectors within and outside of the Strategy's benchmark, to expand the opportunity set and increase the potential for higher returns. At the same time, the Strategy diversifies risk through investment in asset classes, such as non-investment grade (up to 20%) and floating rate sectors, which may have lower correlations with US investment grade fixed income sectors
Portfolio Management
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Ken Taubes Executive Vice President |
Jonathan Duensing, CFA Senior Managing Director |
Jonathan Scott, CFA Senior Vice President |
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Brad Komenda, CFA Managing Director |
Tim Rowe Managing Director |
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More Opportunities in Multi-Sector Fixed Income Strategies
Amundi US Aggregate Core Strategy
Amundi Multi-Sector Fixed Income Strategy
This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act. This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”). Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested. There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi. This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.