What Does This Mean For Investors?
With a rising interest rate environment in the U.S. and expanding quantitative easing policies abroad, investors may be able to benefit from diversifying interest rate exposure globally.
Methodology: Brunswick Insight surveyed 356 U.S. retail investors who are active in their personal investments and have over $100,000 investable assets, and 201 U.S. financial advisors online from November 24 – December 1, 2015.
*FactSet, based on total market capitalizations across the foreign and U.S. fixed income markets as tracked by the Barclays Indices as of 12/31/15
**Morningstar as of 12/31/15
***Morningstar, performance and standard deviation comparisons for the Fund’s Class I shares to the Barclays U.S. Aggregate Index as of 12/31/2015. The Fund’s annualized performance vs. the Barclays U.S. Aggregate index was 2.49% vs 1.44% for the 3yr period; 4.11% vs. 3.25% for the 5yr period; and 5.84% vs. 4.51% for the 10yr period.
The Fund’s annualized standard deviation vs. the Barclays U.S. Aggregate index was 3.13% vs 2.92% for the 3yr period; 2.93% vs. 2.71% for the 5yr period; and 3.49% vs. 3.22% for the 10yr period. Fund comparison to the Barclays U.S. Aggregate Index is for illustrative purposes only. T