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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

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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

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  • 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

Q3 2023 Schedule of Investments

Q1 2023 Schedule of Investments

Documents

Fact Sheet

Summary Prospectus

Q3 2023 Schedule of Investments

Q1 2023 Schedule of Investments

Prospectus

Statement of Additional Information

Annual Tailored Report

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