RPIA Global Fixed Income Expert

RP Fixed Income Plus is an actively managed investment-grade fixed income strategy that seeks to preserve capital in all market environments while producing attractive risk-adjusted returns. The strategy actively manages interest rate risk to generate returns regardless of the interest rate environment. Credit selection is employed to find value across the global opportunity set and is not restricted by benchmark constraints.

Historical Strategy Performance Download Scorecard

1 MON 3 MON 6 MON YTD 1 YR ANNUALIZED SINCE INCEPTION*
RP Fixed Income Plus Strategy 0.00% 0.30% 0.18% 0.18% 1.07% 4.48%
FTSE TMX Universe Index 0.57% 0.51% 0.61% 0.61% 0.76% 3.99%

* Inception: July 2010 to April 2013. For important strategy performance information please see Legal and Important Information.

RP Fixed Income Plus Fund

Key Facts

TARGET RETURN 3%+, net of fees
ELIGIBILITY Canadian residents; Eligible for registered accounts
LIQUIDITY 3 day notice, no lock-up
PERFORMANCE FEE N/A
STRUCTURE Mutual Fund Trust
SUBSCRIPTION FREQUENCY Weekly
MANAGEMENT FEE (Series A)/(Series F) 0.60% (Series B) 1.10% (with 0.50% trailer)
DISTRIBUTIONS Cash or reinvested