Westwood Multi-Asset Income Fund Institutional Class (WHGHX)

Overview

The fund is designed for investors seeking a balanced investment approach, combining income generation with potential capital appreciation. This flexible investment fund targets a diversified blend of income-producing securities across both debt and equity markets globally, including developed and emerging territories. While it predominantly focuses on securities from U.S. issuers, including governmental bodies and their agencies, the fund maintains the capability to explore opportunities outside the U.S. to optimize returns for its investors.

Products and Services

• Income-Producing Securities Investment

  This service centers on the fund's core strategy of investing in a wide array of income-generating securities. These include, but are not limited to, debt securities such as bonds and fixed-income assets, as well as equity securities like stocks that offer dividends. By diversifying its investment across these assets, the fund aims to provide both regular income and capital growth potential.

• Debt Securities Investment

  Underpinning its investment philosophy, the fund allocates around 80% of its total assets towards debt securities. This significant skew towards debt instruments, including bonds issued by the U.S. government, its agencies, instrumentalities, and corporate debt, underscores the fund's conservative risk posture, seeking steady returns and lower volatility.

• Equity Securities Investment

  Complementing its debt investment, the fund strategically invests 20% of its total assets in equity securities. This portion is dedicated to equities, primarily in U.S. issuers, aiming to enhance the portfolio's growth potential while balancing the overall risk. Through this allocation, the fund seeks to capitalize on the growth of these companies and sectors, adding an element of capital appreciation to its income-focused strategy.

• Global Market Exposure

  While maintaining a strong anchor in U.S. securities, the fund is not limited to domestic markets alone. Recognizing the potential for higher yields and diversification benefits, it also invests in debt and equity securities of issuers in both developed and emerging markets around the world. This global approach allows it to tap into a wider pool of investment opportunities, potentially enhancing returns and spreading risk across different economies and market conditions.