Fund Allocations for funds that are actively managed against indices that have US-domiciled issuers, medium-term durations and high quality credit ratings (usually because they have large proportions of US Treasuries).
At the moment we are focusing just on their #Duration
Example of fund allocations chart using a US Bond Intermediate Core dataset: Duration
#European Bonds
Fund Allocations for funds that are actively managed against indices that have European-domiciled issuers.
Example of fund allocations chart using a European Bonds dataset: Country allocations (cross-sectional presentation)
#Global Bond Flexible
Fund Allocations for funds that can invest flexibly in bonds of any issuer. These funds are less constrained by bond indices (e.g. Global Agg) and we do not calculate any “difference from benchmark”.
Examples of fund allocations chart using a Global Bond Flexible dataset: Country Allocation: United States; Emerging Markets
