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Fort Washington Strategic Income Reaches 5-Year Anniversary

Premium Yield | High Quality Bias | Diversified Total Return | Results

Fort Washington Strategic Income | Inception 6/30/2017

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Marking a Milestone

Fort Washington is pleased to recognize the five-year track record of its Strategic Income strategy. Through June 30, 2022, the strategy has achieved:

  • Top quintile ranking for annualized return1     
  • Top decile ranking for information ratio1
  • Top decile ranking for sharpe ratio1
  • 123% upside market capture, 72% downside market capture2

Income & Diversified Returns

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:

  • Premium Yield
    • 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
    • Multiple sources of yield and alpha
  • Results
    • Top-quartile returns since inception4 
    • Cash flow component typically reduces volatility

Income Solutions

Strategic Income

Employs a high conviction, yield-oriented investment approach coupled with sector diversification and diligent risk management resulting in attractive risk-adjusted returns via high levels of income. 

  • Minimum 50% Investment Grade rated securities
  • Allowable investments: Cash and Equivalents, Treasury Securities, Public Debt, Public Equity, Preferred Stock, Mutual Funds, ETFs, Closed-end Funds, Private Debt, Interest Rate Swaps/Futures, Credit Default Swaps (Indices/Single Names), VIX Futures
  • Typically 125 - 175 issuers
business people at a meeting

Why Fort Washington Strategic Income?

  • Alignment of Interests: Significant allocation from parent company Western & Southern Financial Group
  • Our Approach: Reliance on multiple sources of yield and return and quality oriented portfolio focused on risk and reward
  • Team Capabilities: Deeply experienced Team: 3 Portfolio Managers and 25+ Research Analysts that manage over $50.3 billion in fixed income assets5
  • Established Platform: 4 Multi-Sector strategies with 10+ year track records and lead Portfolio Managers in place since inception of strategies
     
     
     
 

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IMPORTANT DISCLOSURES

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.
5
Assets are as of 6/30/2022.