Merit's Multi-Sector Bond Strategy
We began making our multi-sector bond strategy available to clients in September of 2010. Prior to this time, we conducted extensive back testing, applying our high yield model to several multi-sector bond funds. Our test period extended from 1996 to the present, which covers virtually the entire history of multi-sector bond funds. The two performance reports we are providing go back 10 years and were produced by third-party, independent companies using our buy and sell signals. Our multi-sector bond strategy requires that we rotate among 4 or 5 funds for each buy signal. Therefore, the performance of actual client accounts varied from the performance of our reports. Please use the navigation tab on the left to view these reports. Also, see important disclosure information about back-testing by clicking here.
View the most recent performance chart here.
View the MoniResearch Report here.