Core Bond
Plus.
Investment-grade core with opportunistic high-yield allocation. Active duration management paired with rigorous credit selection for risk-aware income.
5.8%
5-Year CAGR
1.2
Sharpe Ratio
$2M
Minimum Inv.
2005
Inception
Investment Philosophy
Core Bond Plus combines the stability of investment-grade fixed income with tactical allocations to higher-yielding sectors. Our approach emphasizes capital preservation while seeking excess return through active duration management and credit selection.
The strategy maintains a core allocation of 70-80% to investment-grade securities, with the flexibility to allocate up to 20-30% to high-yield bonds, emerging market debt, and structured credit when risk/reward is attractive.
Sector Allocation
45%
Treasuries
30%
IG Corporate
15%
High Yield
10%
EM Debt
Performance History
vs Bloomberg Agg| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +5.1% | +4.2% | +0.9% |
| 1 Year | +5.8% | +4.6% | +1.2% |
| 3 Years (Ann.) | +4.8% | +3.1% | +1.7% |
| 5 Years (Ann.) | +5.8% | +4.1% | +1.7% |
| Since Inception | +5.4% | +4.4% | +1.0% |
Strategy Details
- Asset Class
- Fixed Income
- Avg Duration
- 4-7 Years
- Credit Quality
- A- Average
- Benchmark
- Bloomberg Agg
- Liquidity
- Daily
- Fee Structure
- 0.45% Flat
Portfolio Manager
Rachel Morrison
Head of Fixed Income
15 years of fixed income experience. Previously managed multi-sector bond funds at PIMCO. Expert in credit curve analysis.
Interested in this Strategy?
Download the full factsheet or schedule a discussion with our investment team.
IMPORTANT DISCLOSURES: Past performance is not indicative of future results. Fixed income securities are subject to interest rate, inflation, credit, and default risk. The bond market is volatile. As interest rates rise, bond prices usually fall. The return of principal is not guaranteed, and prices may decline if an issuer fails to make timely payments or its credit strength weakens.