1290 Diversified Bond Fund Class A (TNUAX)

Overview

This fund is focused on the investment in a diverse portfolio of debt securities that include both U.S. and foreign bonds. Its strategy involves dedicating at least 80% of its net assets, along with any borrowings intended for investment purposes, towards acquiring a variety of debt instruments. These instruments span various maturities and also consist of other mechanisms that provide investment exposure to such debt securities. The fund employs the use of forwards or derivatives, including options, futures contracts, or swap agreements, to achieve its investment objectives. This approach allows for a diversified investment strategy that seeks to leverage different debt securities to potentially enhance returns for investors.

Products and Services

The fund offers a comprehensive range of investment products and services designed to meet the needs of investors looking to diversify their portfolios through debt securities. These include:

• U.S. and Foreign Bonds: The fund invests in a diversified mix of bonds originating from the United States and other countries, offering exposure to global debt markets. This allows investors to benefit from the varying economic conditions and interest rate environments of different geographical regions.
• Debt Securities of Varying Maturities: By investing in debt securities with different maturities, the fund aims to manage interest rate risks and take advantage of the interest rate differentials across the short, medium, and long-term debt instruments.
• Forwards or Derivatives: The inclusion of forwards or derivatives such as options, futures contracts, or swap agreements in the fund's investment strategy provides it with the flexibility to hedge against market volatility, interest rate fluctuations, and other investment risks. This approach also allows for the potential enhancement of returns through strategic investments in these financial instruments.