Core Fixed Income

Investment Objective:

To outperform the Barclays U.S. Aggregate Bond Index by an average of 75 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:

Core Fixed Income 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, but does not rely on out-of index 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 +/- 25% of the index.

The Core Fixed Income strategy is available as a separate account and through a commingled vehicle for qualified and non-qualified investors.