The Core Plus portfolio is designed to produce a higher yield than an investment grade bond portfolio with minimal increase in risk. By putting together different asset classes with low correlation we can accomplish this. The Core Plus portfolio is based on a model that is 75% investment grade bonds and 25% allocated among the following asset classes:
Emerging market bonds in U.S. dollars
Emerging market bonds in local currency
Preferred stocks
High dividend, large cap common stocks
Inflation protection bonds
Intercontinental’s investment team has substantial experience in trading these varied assets.
The combination of these asset classes and investment experience makes the Intercontinental Core Plus an exciting fixed income portfolio.
GIPS compliant figures available upon request at 1-800-292-0898