/ Bond Fund (USD)

Overview

The Bond Fund is an actively managed, unconstrained, USD fixed-income strategy that aims to generate consistent and predictable long-term returns through investments in high-quality USD income-yielding debt securities. The fund will also invest, on a limited basis, in other currencies when the appropriate opportunity is identified.

The reduction of risk and protection of long-term capital is central to the Melville Douglas fixed-income philosophy, and we adopt a measured risk approach to produce consistent long-term results with reduced volatility and unwanted surprises.

Investor Profile

The fund is suitable for investors seeking low-risk investment with a high degree of capital preservation from their capital investment. The recommended investment horizon is three years or longer.

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Fund Facts

Risk Rating
Moderately Conservative
Benchmark
US Dollars
Minimum initial investment
$ 2 500
lump sum
Minimum additional investment
$ 1 000
monthly

Fund Documents

Fund Documents Type Size    
Fund fact sheet PDF 312 KB Open Download
Fund Prospectus PDF 1.16 MB Open Download

Risk Profile

Fund Archive