Low Duration Preferred and Income Fund

The primary investment objective of the Fund is to seek to provide shareholders with high current income, and the secondary objective is to provide capital preservation by investing in low duration preferred and other income securities issued by U.S. and non-U.S. companies.


Preferred securities tend to offer higher yields than similarly rated bonds

Access to a large institutional investment universe

We seek to add value by providing access to the $1 trillion preferred securities market, including those that trade over the counter

Diversification with common stocks and bonds

Preferred securities may offer a low correlation of returns with other areas of the stock and bonds markets