About the Strategy
Amundi US Short Term Income Strategy seeks to achieve a high level of income and stability of principal.
Benchmark
Bloomberg 1-3 year government/Credit Index
Inception Date
August 1, 2004
Vehicles
Separate Account
Mutual Fund
Our Amundi US Short Term Income Strategy is a short-term strategy that invests across a diversified1 portfolio of US government, corporate, mortgage and asset-backed securities, with a 20% limit on non-investment grade exposure.
1Diversification does not guarantee a profit or protect against a loss.
Overview
- Diversifies from a wide range of fixed income sectors and low correlations of investment grade and non-investment grade debt markets
- Employees active asset allocation methodology
- Selects individual securities
Why Amundi US?
The Strategy is managed within a strong fixed income investment culture focused on sound, fundamental research. Key features of the Amundi US Short Term Income Strategy include:
- Seasoned investment team: Boasts strong industry experience
- Active asset allocation methodology: Employs active, dynamic asset allocation in order to manage changing levels of portfolio and market risk
- Diversification: Invests across many different US dollar fixed income asset classes, sectors, credit ratings, and security structures
Portfolio Management
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Nicolas Pauwels, CFA Vice President |
Noah Funderburk, CFA Senior Vice President |
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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.