LVIG builds exposure to investment grade bond markets primarily through ETFs holding US dollar-denominated fixed income securities. These underlying funds may include Treasuries, agency bonds, corporate debt, and securitized instruments such as mortgage- and asset-backed securities. Rather than selecting individual bonds directly, the strategy allocates across ETFs to target different segments of the yield and credit curves based on expected return opportunities. Portfolio construction is guided by an analytical framework designed to capture term and credit premiums and assess expected income and price appreciation based on the shape of the yield curve. The strategy may also rotate between similar ETFs around dividend dates to avoid receiving distributions, keeping capital continuously invested and reducing reinvestment frictions. The portfolio generally maintains duration within two years of the Bloomberg US Aggregate Bond Index.

資産クラス

Fixed Income

運用会社

Longview

設定国

US

設定日

2026年3月9日

ISIN

US75526L6627