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

Strategic Income Commentary Strategic Income Fact Sheet

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.
⁵Assets are as of 6/30/2022.