BTS Asset Management’s BTS Tactical Fixed Income Fund is now accessible to investors through the Schwab Mutual Fund OneSource service.
The fund, with an unconstrained approach, aims to maximise total return and seeks to deliver equity-like returns with traditional bond-like risk.
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Capable of investing in high yield bonds, US Treasuries or cash, the fund’s exposure to bond sectors depending upon the indicators, can be increased by tactical allocations.
Earlier this year, the BTS Tactical Fixed Income Fund, which was originally a hedge fund, was converted to a 40 Act fund providing access, liquidity and transparency for investors.
Matthew Pasts, CEO of BTS said: The tactical approach to investing is nothing new for BTS Asset Management; they have been tactical investment practitioners for over 30 years, refining and honing their methodology and models.
"Our methodology seeks to identify the best bond asset class using our quantitative models. Our unconstrained approach also allows us to move between asset classes, completely into cash or even to take a short position."
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By GlobalData"Traditionally, hedge funds have only been available to wealthy individuals or institutional investors. We think retail investors are likely to discover the potential benefits of tactical investing, especially given current bond market conditions. Our approach seeks to avoid draw downs and provide total return," he added.
