US Core Plus

Investment Objective:

To outperform the Barclays U.S. Aggregate Bond Index by an average of 130 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. Core Plus is a fixed income, total return strategy. Returns are generated by actively managing a diversified portfolio of investment grade securities in the Treasury, agency, corporate, mortgage-backed and asset-backed sectors.

This strategy may use derivatives and may invest up to 30% in out of-index sectors, including high-yield, emerging market and non-dollar debt to produce returns. Duration, maturity selection, spread volatility, sector and security selection are each potential sources of return. The strategy is designed to maintain a duration range of +/- 25% of the index.

The US Core Plus strategy is available as a separate account and through a commingled vehicle for qualified investors.