Multi-Sector Core Plus


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Multi-Sector Core Plus Strategy

The strategy seeks to generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across 14 fixed income sectors. The strategy employs a time-tested approach of active sector rotation, extensive credit research and disciplined risk management designed to capitalize on opportunities across undervalued areas of the fixed income markets. A team of investment professionals provides significant research depth across all bond market sectors.

Investment Process
Newfleet Multi-Sector Core Plus Strategy - Investment Process

Strategy Risk

Debt securities are subject to various risks, the most prominent of which are credit and interest rate risk. The issuer of a security may fail to make payments in a timely manner. Values of debt securities may rise and fall in response to changes in interest rates. This risk may be enhanced with longer-term maturities.

Changes in interest rates can cause both extension and prepayment risks for asset and mortgage-backed securities. These securities are also subject to risks associated with the repayment of underlying collateral.

Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk.

There is a greater level of credit risk and price volatility involved with high yield securities than investment grade securities.

Portfolio Team

David L. Albrycht, CFA
Industry Start Date: 1985
Christopher J. Kelleher, CFA, CPA
Industry Start Date: 1983

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