Guggenheim Introduces Actively Managed Total Return Bond ETF
Provides Advisors and Investors With New Way to Access Guggenheim’s Award-Winning Fixed-Income Management Capabilities to Generate Income and Deliver Favorable Risk-Adjusted Returns
NEW YORK, Feb. 10, 2016 (GLOBE NEWSWIRE) -- Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, today announced the launch of Guggenheim Total Return Bond ETF (NYSE Arca:GTO). The ETF uses a multi-sector strategy and invests primarily in investment-grade fixed income securities across multiple sectors.
GTO joins Guggenheim Enhanced Short Duration ETF (GSY) as investment vehicles that provide the benefits of an ETF structure with the dynamics of an actively managed fixed-income strategy.
Driven by a macro view that utilizes quantitative and qualitative processes to understand and manage risk, Guggenheim’s award-winning fixed-income expertise seeks to identify and exploit market opportunities.
Guggenheim leverages more than 150 fixed-income professionals in addition to an internal legal team to thoroughly analyze and research each investment.
“With the traditional view of core fixed-income management quickly becoming antiquated in a persistent low-yield environment, investors and advisors must begin looking toward alternative solutions,” said Scott Minerd, Chairman of Investments and Global CIO for Guggenheim Investments.
“Nearly two-thirds of the Barclays Capital U.S. Aggregate Bond Index is composed of low-yielding government or government-related securities. Our investment team’s rigorous and specialized credit analysis work to uncover attractive duration and yield in otherwise underappreciated asset classes, such as commercial asset-backed securities (ABS) and collateral loan obligations (CLOs) seeking to deliver strong performance independent of the Barclays Agg.”
Guggenheim’s actively managed approach provides the portfolio investment team the latitude to express its market views, while still adhering to the ETF’s stated objectives— offering investors enhanced yield opportunities within a risk-managed approach.
For more information, please visit http://www.guggenheiminvestments.com/etf or call 888.WHY.ETFs to speak to a representative.
About Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $198 billion2 in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 275+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification and attractive long-term results.
1Thomson Reuters Lipper Fund Awards 2015 "Best Fixed Income Funds Small Fund Family." Granted to the fund family with the lowest average decile ranking for Consistent Return, a measure of funds’ historical risk-adjusted returns, relative to peers over the 3-year period. To qualify, a fund family must have at least three fixed income funds and less than $52.6 billion in assets under management as of 12.31.2014. Guggenheim Funds ranked 1 out of 73 eligible companies. In cases of identical results the lower average percentile rank will determine the winner. Lipper, a wholly owned subsidiary of Thomson Reuters, is a leading global provider of mutual fund information and analysis to fund companies, financial intermediaries and media organizations.
2Guggenheim Investments total asset figure is as of 12.31.2015. The assets include leverage of $11.976bn for assets under management and $0.487bn for assets for which we provide administrative services. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, Transparent Value Advisors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.
Read a fund’s prospectus and summary prospectus (if available) carefully before investing. It contains the fund’s investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at www.guggenheiminvestments.com or call 800.820.0888.
The referenced fund is distributed by Guggenheim Funds Distributors, LLC. Guggenheim Investments represents the investment management businesses of Guggenheim Partners (“Guggenheim”), which includes Security Investors, LLC (“SI”), the investment advisor to the referenced fund. Guggenheim Funds Distributors, LLC is affiliated with Guggenheim and SI.
Media Contact Ivy McLemore Guggenheim Partners 212.518.9859 – office 917.809.0725 – mobile Ivy.McLemore@guggenheimpartners.com