Algonquin Fixed Income 2.0
The evolution of fixed income: a core corporate bond fund with engineered advantages that give us a performance edge.
This Fund’s primary objective is to get investors better outcomes from their core fixed income. We do so by employing strategies that give us a greater ability to generate excess returns and manage downside risks.
The result is a core fixed-income product that seeks to outperform traditional bond funds.
In a nutshell
1. Core Portfolio.
We begin by constructing a core corporate bond portfolio based on where we see the best opportunities in credit markets.
2. Yield Enhancement.
We then enhance the portfolio yield by adding a layer of exposure to high-quality, investment-grade credit.
3. Active Duration Management.
Finally, we actively manage the fund’s interest rate exposure based on valuations across the yield curve.
| name | value |
|---|---|
| Fund Type | Alternative Mutual Fund |
| Eligibility | All Investors |
| RSP Eligible | Yes |
| Fund Codes (LP) | F Class: AGQ 301 A Class: AGQ 303 |
| Liquidity | Daily |
| Distributions | Quarterly |
| name | value |
|---|---|
| Avg. Credit Quality | Investiment-Grade |
| Risk Rating | Low/Medium |
| Management Fee | F Class: 0.95% A Class: 1.45% |
| Performance Fee | None |
| Launch Date | December 31, 2019 |
Performance
