SJCP aims to generate income by investing in a broad range of fixed-income securities, primarily focusing on investment-grade US corporate and government bonds of varying maturities. The fund includes MBS, REITs, CLOs, CMOs, municipal securities, and preferred stocks. Portfolio selection combines top-down analysis, which assesses macroeconomic trends such as interest rates and market volatility, with bottom-up security selection based on credit quality and yield potential. The strategy seeks to balance returns with interest rate sensitivity, aiming for optimal performance while preserving capital and minimizing volatility. Although the fund primarily invests in investment-grade securities, it may allocate up to 5% of its assets to higher-risk securities, such as junk bonds and unrated debt. The fund maintains an average portfolio duration of up to ten years.

فئة الأصول

الدخل الثابت

الجهة المصدرة

SanJac Alpha

موطن التسجيل

US

تاريخ التأسيس

10 سبتمبر 2024

ISIN

US56170L6873