Short-Term Bond Fund
Objectives & Strategy
The Fund's goal is to provide investors with as high a level of current income as is consistent with liquidity and safety of principal by investing primarily in investment-grade bonds with maturities of 1-3 years.
Investor Profile
This Fund is intended for investors seeking a fixed income fund primarily invested in short- term investment-grade bonds. The sub-adviser intends to limit the Fund's average duration to 2 years or less. The Fund is appropriate for investors with a time horizon of at least six months. The Fund pays dividends monthly.
Portfolio Management
American Independence Financial Services, LLC is the investment adviser to the fund. The Fund is co-managed by Mr. Robert A. Campbell and Mr. Eric M. Rubin. The fund is sub-advised by Fischer Francis Trees & Watts, Inc., and three of it affiliates. Fischer Francis Trees & Watts, Inc. is a fixed income specialist that, with its affiliated companies (collectively “FFTW”), currently manages approximately $31.1 billion in assets.
Founded in 1972, FFTW has offices in New York, London, Singapore and Tokyo. Clients include pension funds, universities, foundations, corporations, commercial banks, insurance companies, government agencies and central banks.
Kenneth O'Donnell is responsible for the day to day management of the Fund.
edit