Strategic Income Fund
The investment objectives of the North Square Strategic Income Fund are to seek high current income and to seek long-term capital appreciation. The strategy is predominantly a high-quality diversified mix of global assets structured to achieve high current income and excess returns with reduced correlation to traditional asset classes and managed to outperform its benchmark the Bloomberg U.S. Aggregate Index.
Learn from Red Cedar’s Portfolio Managers with the following videos:
Red Cedar’s David Withrow discusses Red Cedar’s investment process.
Red Cedar’s David Withrow discusses how strategic income fits into investor portfolios.
Asset TV’s Fixed Income Masterclass Review
In this Video, David Withrow, CFA®, Managing Partner and Senior Market Strategist at Red Cedar Investment Management, explores strategies for maximizing yield and controlling duration by leveraging inefficiencies in preferred, hybrid, and securitized markets.
Availability
Class | Ticker | Net Expense | Gross Expense |
A | ADVAX | 0.94% | 1.22% |
I | ADVNX | 0.69% | 0.89% |
The expense ratios are as shown in the Fund’s most recent prospectus. The difference between gross and net operating expenses reflects contractual fee waivers and/or expense reimbursements in place until February 28, 2026. Please see the Fund’s prospectus for more details.