Product Goldstream Evolution Series》 

 

Developed Market Bond Fund Index

Interested clients can download “Goldstream Connect” to include this index into their portfolios or contact our client service team

Index Highlights

  • Due Diligence:Underlying funds are hand-picked by our manager with 30+years experience

  • Balanced Portfolio:The portfolio consists of 100% fixed income funds

  • Stable Return:  The portfolio generated positive returns every single year for the past 16 years

  • Low Draw-down:

    • In the past 16 years, the portfolio experienced -3.9% maximum draw-down and recovered within 7 months (peak to peak 2008.8-2009.2) 

  • Low Volatility:  In the past 10 and 16 years the portfolio generated returns comparable to equity index with lower volatility than US composite bond index 

  • Fair Liquidity:  Quarterly liquidity with first year lock up and 25% gate

 

Index Performance

 
 

Index Statistics

Index Description 

 

The portfolio is constructed using high quality developed market bond funds with objectives of low draw-down stable return and diversity to performance in various economic environments. 

 

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