Core Plus Portfolio

By putting together different asset classes with low correlation we can produce a higher yield than an investment grade bond portfolio with minimal increase in risk. 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.