US Intermediate Bond

Investment Objective:

To outperform the Barclays U.S. Intermediate Government/Credit Bond Index by an average of 60 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:

US Intermediate Bond generates return by actively managing a diversified portfolio of Treasury, agency, and corporate securities.

This strategy may use derivatives and rely on out-of-index sectors, including mortgage-backed and asset-backed sectors, 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 +/-30% of the index.

The US Intermediate Bond is available as a separate account and through a commingled vehicle for qualified and non-qualified investors.