Fort Washington's Strategic Income strategy seeks to provide a high and consistent level of income and total return through a portfolio focused on higher quality securities. Strategic Income may help with challenges facing investors today by offering:
Higher yield relative to traditional fixed income strategies3
6.4% yield as of 6/30/2022
High Quality Bias
Minimum 50% investment grade rated
Balance interest rate risk and credit exposure
Proprietary measurements of risk and return
Diversified Total Return
Lower correlation to traditional fixed income strategies
11Source: eVestment Alliance. Based on performance net of fees. Peer group ranking since inception of the strategy as of 6/30/2022. Inception date: 7/1/2017. Peer group rankings relative to the eVestment US Multi-Sector Fixed Income Universe. 2Market Capture percentages relative to the strategy’s benchmark index, the Bloomberg US Aggregate Bond Index. Past performance is not indicative of future results. This supplemental information complements the Strategic Income GIPS Report. 3Source: Fort Washington and eVestment Alliance. As of 6/30/2022, the yield-to-worst of the strategy is higher than that of the median for eVestment’s Multi-Sector Fixed Income, Core Plus Fixed Income and Core Fixed Income Universes. 4Based on performance net of fees. Peer group ranking since inception of the strategy as of 6/30/2022. Inception date: 7/1/2017. Peer group ranking relative to the eVestment US Multi-Sector Fixed Income Universe. Past performance is not indicative of future results. This supplemental information complements the Strategic Income GIPS Report. 5Assets are as of 6/30/2022.
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