US Investment Grade Credit

Investment Objective:

To outperform the Barclays U.S. Credit Index by an average of 55 basis points per year.

The Invesco Edge:

  • Extensive global platform, essential for successful fixed-income portfolio management
  • Distinct investment culture and approach focused on diversified alpha generation
  • Flexible delivery of investment solutions to meet global and local client needs

Investment Strategy:

U.S. Investment Grade Credit is a fixed income, total return strategy. Returns are generated by actively managing a diversified portfolio of primarily fixed rate, US-dollar denominated, investment grade (Baa- or higher) corporate bonds.

This strategy may use derivatives and invest in out-of-index sectors, including US Treasuries and Agencies. Security selection and sector rotation are the primary sources of return. The strategy manages interest rate risk by maintaining a target duration range of +/- 1 year around its benchmark.

The U.S. Investment Grade Credit strategy is available as a separate account and through a commingled vehicle for qualified and non-qualified invertors.