Merit's High Yield Bond Strategy.
Until now, you may have never considered investing in high yield bond funds. For a moment, we ask that you put aside all that you have heard about high yield bonds and consider the annual returns we have generated for our clients over many years. If you take a "buy and hold" approach with high yield bonds, they rightly deserve the label, "junk." But if you use a bond manager like Merit who knows when to own them and when not to own them, your experience with them can be quite different. We invite you to study the indepent verification of our returns by MoniResearch on one of our other pages. It shows that during the past 10 years we had client accounts actually invested in the bond funds for only about 63% of the time. During the remainder of the time, when the prices of high yield bonds were in temporary downtrends, our client accounts were positioned in money markets. To generate these kinds of returns, our model requires that we buy and sell the funds 3 to 4 times a year. To see 23 years of independently verified returns, click here or go to the Performance section of our website. We think you will agree it makes a convincing argument for mutual fund investors to consider our style of bond management for a portion of their portfolio. We need to point out that the returns from our high yield bond strategy are not bank guaranteed, not FDIC insured and may lose money. Before you invest in any fund, obtain a prospectus and study it carefully.
Performance of Merit's High Yield Bond Strategy