Fixed income

William Blair U.S. fixed-income strategies are run by seasoned portfolio managers working in tandem with talented and experienced analysts. The William Blair U.S. fixed-income team uses a research-based approach to select securities and build portfolios. Under normal market conditions, the team overweights the major spread sectors of investment-grade bonds and mortgage-backed securities.

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U.S. Fixed Income Sep Account Mutual Fund SICAV CIT
  • Core Fixed Income          detail

    Investment Objective

    The Core Fixed Income strategy invests in U.S. dollar denominated, investment-grade securities. Portfolios include a mix of primarily U.S. government, corporate, and mortgage-backed securities. The primary investment objective is to outperform the Lehman Aggregate Index over a market cycle.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Bond Fund

  • Intermediate Core Fixed Income          detail

    Investment Objective

    The Intermediate Core Fixed Income strategy invests in U.S. dollar denominated, investment-grade securities. Portfolios include a mix of primarily U.S. government, corporate, and mortgage-backed securities. The primary investment objective is to outperform the Lehman Intermediate Government/Credit Index.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Income Fund

  • Low Duration Fixed Income          detail

    Investment Objective

    The Low Duration Fixed Income strategy invests in U.S.-dollar-denominated securities with credit ratings above A3/A-. Portfolios include a mix of fixed- and floating-rate U.S. government, corporate, agency mortgage-backed, and asset-backed securities. The primary investment objective is to outperform the Bank of America/Merrill Lynch 3-Month Treasury Bill Index over a market cycle.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Low Duration Fund

  • Sustainable Fixed Income          detail

    Our Sustainable Fixed Income strategy is a conservative, diversified portfolio comprised of fixed-income securities that we believe make a positive impact through the lens of environmental, social, and governance (ESG) issues. It provides the opportunity for higher yields and returns than the Bloomberg Barclays Aggregate Bond Index with securities that we believe are impact focused. Our disciplined approach combines fundamental research with macro-economic impacts to identify relative value and desirable characteristics while employing active risk management. The strategy retains flexibility to invest up to 40% of the portfolio in below investment-grade rated securities while maintaining a diversified portfolio with emphasis on securities with sustainable businesses and activities.