Anfield Universal Fixed Income Fund Class A (AFLEX)

Overview

The fund is designed to be a diversified investment vehicle, primarily focusing on fixed income instruments. By allocating at least 80% of its net assets into a variety of fixed income securities, the fund aims to provide investors with a balance of income and growth. It uses borrowings strategically for investment purposes to enhance its portfolio's potential. The fund's diverse approach encompasses a wide range of securities, including corporate bonds and government securities, among others, catering to investors seeking to mitigate risk through diversification.

Products and Services

• Corporate Bonds

  Debt securities issued by corporations to fund their operations, expansions, or other financing needs. These bonds are typically fixed-income securities that provide regular interest payments to investors.

• U.S. Government and Agency Securities

  Debt instruments issued by the United States government and its agencies. These are considered low-risk investments and offer fixed interest rates.

• Master-Limited Partnerships (MLPs)

  Investments in MLPs, primarily in the energy sector, allow investors to earn income from the operations of these partnerships, which often involve natural resources or real estate.

• Preferred Securities

  Stocks that provide dividends before any dividends are issued to common stockholders and typically have a higher claim on assets and earnings than common stocks.

• Private Debt

  Loans and debt financing provided to private companies or issued as private placements, offering a different risk-return profile compared to public debt instruments.

• Foreign Sovereign Bonds

  Debt securities issued by foreign governments, providing exposure to international markets and potentially higher yields compared to domestic government bonds.

• Convertible Securities

  Bonds or preferred shares that can be converted into a predetermined number of the issuer's common stock, usually at the discretion of the bondholder.

• Bank Loans

  Loans that are syndicated by banks to companies, often used for leveraged buyouts, mergers, and other major corporate actions, carrying higher risk and potentially higher returns.

• Mortgage-Backed Securities

  Investments in pools of mortgages, allowing investors to gain exposure to the residential or commercial property markets through securities backed by these loans.

• Cash Equivalent Instruments

  Short-term debt securities with high credit quality and high liquidity, including treasury bills and money market instruments, providing a safe haven or liquidity buffer for the portfolio.