Flexible Bond is a portfolio of U.S. dollar-denominated fixed income securities which seeks to produce interest income, to preserve capital, to offset the erosion in purchasing power due to price inflation, and to exceed the total return of the Barclays Capital Government/Credit Bond Index. The team uses active interest rate anticipation, scenario forecasting, and the analysis of quality spreads to determine the composition of issues held in a portfolio.
Composite Total Returns as of 6/30/2017
Performance for periods greater than one year is annualized. Past performance is not indicative of future results.
Sector Weightings as of 6/30/2017
Percent of total fixed income holdings. Due to rounding, figures shown may or may not sum exactly to 100%
Fundamental Characteristics as of 6/30/2017
FlexB = SKBA's Flexible Bond Strategy / LBGC = Barclays Capital Government Credit Bond Index
The Fundamental Characteristics and Sector Weightings are included as supplemental information to the Flexible Bond Fund composite
and complements a full disclosure presentation, which can obtained upon request.