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McLean Budden Fixed Income Fund

Objective

The Fixed Income Fund targets attractive investment returns through active bond management within a strict risk control regimen. The Fixed Income Team bases its strategy upon internal research and valuation models as a support to portfolio construction. Targets for duration, credit and sector weightings as well as U.S. Pay commitments are established. Analysis of inflation expectations, monetary policy, credit spreads, the yield curve and the overall economy are all key decision criteria. A capital preservation approach is emphasized.

Fund Managers

MFS McLean Budden Fixed Income Team

Features of the Fund

• Income and capital protection
• Automatic reinvestment or disbursement of quarterly net income and annual realized capital gains distributions
 

Volatility Profile

This Fund is suitable for conservative investors or individuals who have a medium term investment time horizon and a lower tolerance for volatility. The Fund may also be appropriate for growth oriented individuals who would like to diversify their portfolio.
 

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