Explore Channel Funds

Our team’s diverse expertise enables us to approach opportunities from multiple angles. Evolving from “specialist” roles in larger firms, we now operate as “generalists,” identifying opportunities across macro sector allocation, relative value capital structure trades, and bond covenant protections. In fixed income investing, where opportunities are often fleeting, our ability to act swiftly and with conviction is a key advantage of our structure and processes.

Channel Income Fund

Objective:

The fund seeks total return, comprised of both income and capital appreciation, with a weighted average duration of between 1 and 3.5 years.

The passive benchmarks are the Bloomberg US Aggregate Bond and Bloomberg 1 -5 Year US Government/Credit Bond Index.

Ticker:

CPSIX

CUSIP:

90470K669 

Inception Date:

October 4, 2005

Expense Ratio:

Gross: 3.74%

Net: 1.40%

Benchmarks:

Bloomberg US Aggregate Bond Index

Bloomberg 1-5 Year US Government/Credit Index

Fund Information:

 

Get More From Your Bond Allocations

Channel Investment Partners is a boutique fixed income investment management firm focused on client relationships and giving you more for your bond investment allocations.

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