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Our Funds

Our Fund Strategies Provide Multi-Alternative Solutions
that Fit Perfectly with Any Investment Portfolio

CREDIT STRATEGY

Flexible Fixed Income Fund

The objective of the Fund is to preserve capital for investors through a variety of market environments and achieve 5-7% net returns with lower price volatility compared to equity markets. The Fund is unique in its focus on the high yield bond market, utilization of low levels of leverage, and controlling risk though hedging individual bond holdings by shorting the equity of the same company.

Key Fund Data
Investors: Available to Accredited Investors
Portfolio Manager: Randy Steuart
Inception Date: February 1, 2016
Geographic Region: North America
Benchmark: iShares U.S. High Yield Bond Index ETF (CAD-Hedged)
Subscriptions: Monthly
Redemptions: Monthly
Lock-Up: None
# of Ideas 35
Portfolio Yield 7.6%
Duration 2.3 Years

Learn More About The Flexible Fixed Income Fund

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