The Amundi Pioneer Short Term Income Strategy seeks to achieve a high level of income and stability of principal.

                        

                       

                        

                       

The Amundi Pioneer Short Term Income Strategy is a short-term strategy that invests across a diversified1 portfolio of US government, corporate, mortgage and asset-backed securities, with a 20% limit on non-investment grade exposure.

1Diversification does not guarantee a profit or protect against a loss.

Seth Roman 

Vice President
Portfolio Manager

Biography

Nicolas Pauwels, CFA

Vice President
Portfolio Manager

Biography

Noah Funderburk, CFA

Vice President
Portfolio Manager

Biography

Overview

  • Diversifies¹ from a wide range of fixed income sectors and low correlations of investment grade and non-investment grade debt markets
  • Employs active asset allocation methodology
  • Selects individual securities
  • Targets duration of typically 1 to 3 years

1Diversification does not guarantee a profit or protect against a loss.

PLEASE NOTE:  The Internal Guidelines referenced do not necessarily represent prospectus/statutory limitations. These internal guidelines are used as guidance in the daily management of the Portfolio’s investments. These guidelines are subject to change and should not be relied upon as a long term view of the Portfolio’s exposures, limitations, and/or risks.

Why Amundi Pioneer?

The Strategy is managed within a strong fixed income investment culture focused on sound, fundamental research. Key features of the Amundi Pioneer Short Term Income Strategy include:

  • Three separate risk pools:
    • Liquidity: money market securities, US Treasuries and agency notes
    • Intermediate: corporate bonds, agency mortgage-backed securities (MBS), asset-backed securities (ABS) and limited use of municipal bonds
    • Core: holdings that generally offer lower liquidity, but afford the portfolio managers what we believe are the best opportunities to add yield and alpha to the portfolio, including non-agency asset-backed securities/mortgage-backed securities, bank loans, corporate bonds and event-linked (catastrophe) bonds
  • Diversification:¹ Invests across many different US dollar fixed income asset classes, sectors, credit ratings, and security structures
  • High quality portfolio: Focuses on senior securities within each asset class and structure
  • Seasoned investment team: Boasts over 20 years of industry experience

1Diversification does not guarantee a profit or protect against a loss.