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About DYNAMIC ACTIVE US INVESTMENT GRADE UNIT
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Inception date
Oct 24, 2023
Structure
Canadian Mutual Fund Corporation (ON)
The fund provides exposure to USD-denominated, investment grade corporate bonds. The portfolio construction starts with a disciplined bottom-up approach designed to select individual securities based on their credit quality. A top-down investment approach is also applied to analyze sectors and macroeconomic factors. The adviser actively manages the portfolios duration, yield curve exposure, as well as sector and individual security weightings in each segment of the credit cycle. In addition, the fund adviser may: i) employ hedging strategies to generate positive returns or to protect the portfolio against currency, interest rate, and credit risks, ii) engage in active trading, iii) select securities with attractive roll-down characteristics as they approach maturity, and iv) hold cash or cash equivalents for strategic reasons.
Classification
What's in the fund
Exposure type
Corporate
Bonds, Cash & Other100.00%
Corporate90.84%
Government6.71%
Cash2.45%
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