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Catalyst Enhanced Income Fund;I

Ranked 3 out of 211 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks high current income with low interest rate sensitivity. The Fund will be investing primarily in short-term U.S. corporate bonds issued by corporations. It intends to hold a majority of the portfolio in investment grade corporate bonds with an average effective maturity of less than four years.

Performance

US Dollar Short Term over : 30/06/2017 - 30/06/2018
  • Rank 3/211 Total Return
  • Rank 194/211 Standard Deviation
  • Rank 75/211 Max Drawdown
Fund Name Currency Return
1 GBM Fondo de Inversion en Dolares BM

Currency exposure is hedged

Currency exposure is hedged

MXN

9.1%

2 Victory Market Neutral Income Fund;A USD

5.4%

3 Catalyst Enhanced Income Fund;I USD

3.7%

4 Diamond Hill Short Duration Total Return Fund;Y USD

3.4%

5 Thompson Bond Fund USD

3.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.2% 1.2%
2017 2.1% 0.3% 0.6% 1.1% 0.1%
2016 6.2% 1.7% 1.7% 1.4% 1.3%
2015 -0.3% 3.2% 2.5% -1.7% -4.1%
2014 -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/07/2014
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN US62827M4419

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment50

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).