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 3/31/2021
Performance for periods greater than one year is annualized. Past performance is not indicative of future results.
Sector Weightings as of 3/31/2021
Fundamental Characteristics as of 3/31/2021
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 the GIPS Composite Report, which can be found in the link above for the strategy Factsheet or obtained upon request.