Seeks to maximize total return and generate consistent outperformance of the Fund’s benchmark, the Bloomberg Barclays Intermediate Aggregate Bond Index, with a high quality and highly liquid, well diversified portfolio through opportunistic, risk-controlled management.
Designed to provide investors with the potential for higher yields and returns by investing in a diverse portfolio of fixed income securities. The fund seeks the best sources of yield from a variety of global assets classes to provide a consistent yield advantage over single-sector investments. This fund is appropriate for investors seeking exposure to different bond asset classes in one investment.
The investment objective of the North Square Preferred and Income Securities Fund (formerly known as the North Square Oak Ridge Dividend Growth Fund) is to seek total return through current income and capital appreciation.