SEEKING INCOME BEYOND BONDS
The AmericaFirst Income Fund selects from an expansive universe of income-generating sectors and asset classes to provide a unique and diversified portfolio.
How many times have you heard the expression “Don’t place all of your eggs in one basket”? Although we follow this sage advice with stocks, we seem to ignore it when it comes to our income portfolios.
The AmericaFirst Income Fund seeks to provide a high rate of current income while exposing you to less interest rate risk associated with bonds. In a truly diverse fashion, the Fund owns the following:
Bonds: The Fund holds High Yield Corporate bonds.
Alternative: The Fund holds hybrid income investments such as Preferred Stocks, Master Limited Partnerships and Real Estate Investment Trusts.
Equity: The Fund holds high yield stocks from the any of the ten Standard & Poors equity sectors.
A POTENTIAL HEDGE AGAINST HIGH-GRADE BONDS?
The AmericaFirst Income Fund has consistently achieved positive returns in down-markets for high-grade bonds. For this reason, the Fund may be a suitable compliment to your income portfolio as interest rates begin to rise.