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Sterling Capital Securitized Opportunities Fd;Inst

Ranked 7 out of 31 in U.S. Mortgage Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to maximize total return. The Fund will invest, under normal circumstances, at least 80% of its net assets in a diversified portfolio of securitized obligations of any kind (including asset-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations).

sector performance

U.S. Mortgage Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% 0.8% 1.2% 0.8% 0.3%
2016 2.8% 2.0% 1.6% 0.8% -1.5%
2015 1.5% 1.4% -0.5% 1.1% -0.5%
2014 5.8% 1.9% 2.0% 0.3% 1.6%
2013 -1.7% 0.1% -2.2% 1.0% -0.4%
2012 4.4% 1.2% 1.1% 1.8% 0.3%
2011 1.8% 1.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2011
  • Share Class size39Mn
  • Base currencyUSD
  • ISINUS85917K7440

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.31%