Aristotle Core Equity Fund Class I (ARILX)

Overview

The fund is designed to offer investors the opportunity to invest in a diverse portfolio of debt securities. These securities encompass a broad range of corporate bonds, notes, debentures, and bank loans from both U.S. and non-U.S. issuers. By primarily focusing on investing at least 80% of its net assets, alongside any borrowings for investment purposes in these debt instruments, the fund aims to provide its investors with potential income generation and capital appreciation opportunities. Investments span across both developed and emerging markets worldwide, providing a global investment outlook.

Products and Services

• Corporate Bonds

  Corporate bonds issued by both U.S. and non-U.S. companies represent a significant part of the fund's investment portfolio. These fixed-income securities are designed to generate income through interest payments, contributing to the overall return for investors.

• Notes and Debentures

  The fund invests in notes and debentures, which are types of debt instruments that provide investors with interest payments. These instruments can be issued by corporations globally, adding an additional layer of diversification to the fund's investment strategy.

• Bank Loans

  Bank loans of U.S. and non-U.S. corporate issuers are another area of investment for the fund. These loans typically have floating interest rates, which can provide an attractive investment option in rising interest rate environments.

• Foreign Securities

  Inclusion of foreign securities from both developed and emerging markets allows the fund to tap into the growth potential of various economies around the world. This strategy not only diversifies geographically but also increases the potential for higher yields, although it comes with higher risk due to potential political and economic instability in some regions.