New Capital USD Shield Fund O USD Income
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General Objective
The fund aims to achieve a combination of capital and income returns primarily from government and government-related bonds and corporate bonds denominated in USD with an emphasis on capital preservation.
Fund Exposure
The fund is exposed to asset classes such as government and government-related bonds, corporate bonds, and cash. It has a sector breakdown that includes allocations to financials, consumer non-cyclical, and utilities. Geographically, the fund has exposure to the United States, Germany, and the United Kingdom.
Risks
Investors should be aware that the value of their investments and the income from them may fluctuate due to market and currency fluctuations. There is a risk of not getting back the full amount invested. Additionally, past performance is not necessarily indicative of future results.