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||1.23%||1.33%||0.28%||1.23%||0.54%||4.23%|
|FTSE Canada Universe Short Bond Index||0.67%||2.14%||2.18%||0.67%||2.82%||2.25%|
* Inception: July 2010. For important strategy performance information please see Legal and Important Information.
Additional information available upon request.
|TARGET RETURN||3%+ net of fees|
|ELIGIBILITY||Canadian residents; Eligible for registered accounts|
|LIQUIDITY||3 day notice, no lock-up|
|STRUCTURE||Mutual Fund Trust|
|DISTRIBUTIONS||Cash or reinvested|
|MANAGEMENT FEE||0.60% on Series A and F and 1.10% (with 0.50% trailer) on series B|