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.

Fund Facts

Risk Rating
Moderately Conservative
Benchmark
US Dollars
Minimum Initial Investment
$ 2500 lump sum
Minimum Additional Investment
$ 1000 monthly

Fund Documents

Fund Documents Type Size
Fund Prospectus PDF Document 4.25 MB Open Download
Annual Reports PDF Document 3.17 MB Open Download
Fund Fact Sheet PDF Document 277.41 KB Open Download

Fund Managers

Karl Holden
Head: International Fixed Interest and Currency Strategy

Risk Profile

Image
income fund usd

Fund Archive

Fund Fact Sheet