INCOME
Core Strategy
Income
Our bond strategy provides stable income with capital preservation
Our bond strategy provides stable income with capital preservation.
This strategy employs a disciplined investment process focusing on thorough research and risk management.
Investment Philosophy
We believe in combining rigorous fundamental analysis with ethical screening to identify investments that can deliver both financial returns and positive impact.
Investment Process
- Comprehensive ESG screening
- Fundamental financial analysis
- Risk assessment and management
- Regular portfolio rebalancing
- Continuous monitoring and optimization
PERFORMANCE SUMMARY
1.22%
YTD Return
1.39%
1 Year
2.45%
3 Year
12.1%
Since Inception
PERFORMANCE VS ACWI
PERIOD
INCOME
ACWI
DIFFERENCE
YTD
1.22%
4.01%
-2.79%
1 Year
1.39%
3.28%
-1.89%
3 Year
2.45%
8.18%
-5.73%
Since Inception
12.1%
9.5%
+2.6%
Past performance is not indicative of future results. Investment returns and principal value will fluctuate.
PORTFOLIO DETAILS
STRATEGY DOCUMENTS