Our income-oriented strategies seek to generate enhanced income while lowering volatility and reducing interest rate risk. These strategies can serve as a core income allocation or complement a traditional fixed income portfolio.
Why Alternative Income?
- Seek enhanced income
- Desire for greater portfolio diversification
- Potential to secure less duration risk than traditional fixed income
Bonds and other fixed income securities have long comprised a major portion of investor portfolios. But with today’s historically low interest rates, we believe investors need strategies designed to enhance income, increase diversification, and position portfolios for potential rising rates.
Alternative income strategies are designed to potentially achieve those investor benefits.
The bond market has rarely seen a time with interest rates as low as today’s, and with such high levels of market uncertainty. We believe alternative strategies are needed to enhance income and to best position portfolios within the current unprecedented fixed income market environment.
For years, some of the largest institutional and high net worth investors have allocated to alternative income strategies. Now individual investors can access similar strategies that seek to achieve greater income, lower volatility and other critical outcomes for investors.
Why AXS Alternative Income?
AXS = Access
Providing robust alternative income strategies requires not only time-tested, institutional-quality strategies, but also managers with long and strong performance track records. Alternative income funds from AXS Investments are managed by highly experienced portfolio managers with unique experience in alternative income funds, which seek to provide higher income, lower volatility, less stock market correlation and downside risk mitigation.