Maximize
income,
preserve
capital

Archer Income Fund

 

A diversified income fund that seeks to maximize current income, consistent with the preservation of capital.

 

The first rule of a fixed income investor is to work to ensure the return OF investment before worrying about the return ON investment.  

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Investment Strategy

The Archer Income Fund is a diversified income fund that seeks to maximize current income, consistent with the preservation of capital. The fund invests primarily in investment grade securities and may also invest a portion of its assets in preferred securities, global and floating rate issues.

Characteristics

  • Flexible, “go anywhere” approach allows the portfolio managers to seek out what they believe to be the best values in the fixed income markets.
     

  • Invests primarily in the investment-grade U.S. Government and corporate fixed income securities.
     

  • May also invest a portion of The Fund assets in preferred securities, global and floating rate issues.
     

  • Focus on maintaining an awareness of The Fund’s duration to protect against interest rate risk.
     

  • In depth understanding of the financial position of each issuer to protect against credit risk.

Documents

Fact Sheet

Summary Prospectus

Q1 2020 Schedule of Investments

Q2 2020 Schedule of Investments