Cutwater - Asset Management
Main Content
SHORT DURATION
- Provides current income as a primary focus
- Long-term capital appreciation as a secondary theme
- Active management of duration, sector allocation and security selection
- Maximum maturities are limited to 5 to 7 years
- Managed duration generally within +/- 20% of benchmark duration
objective
Cutwater's Short Term Fixed Income strategy seeks to provide investors with a stable source of income as well as offering some opportunity for capital appreciation. The Portfolio invests in high quality fixed income securities while seeking to maintain a portfolio average duration within +/- 20% of the benchmark. Portfolio strategies include active management of duration, sector allocation and security selection. Maximum maturities for holdings in these portfolios typically are limited to 5 years. The benchmark for this composite is the BofA Merrill Lynch 1-3 Year U.S. Treasury Index.
|
sector allocation
as of 3/31/2013
|
statistics
as of 3/31/2013
|
|||||||||||||||||||||||||||||||||||||||||||
|
|
|||||||||||||||||||||||||||||||||||||||||||
quality
For more information, please contact us.
There can be no guarantee that the investment techniques, strategies and risk analyses used by Cutwater will produce the desired results. Investment involves risks, including the possible loss of principal.