Strategy Overview

The Strategy seeks to capture satisfying results across a wide-range of income producing securities while utilizing a two-fold approach to risk management:

  • Create a broadly diversified portfolio among a wide number of fixed income asset classes.
  • Seek to limit downside risk by employing a risk-mitigating, quantitatively driven exit strategy whereby portfolio exposure would be shifted to money market and/or U.S. Treasury securities.

Investment Objective

Kensington Diversified Income Strategy seeks to generate stable above average total return, benefiting from a combination of dividend income plus capital appreciation, with low drawdowns. The Strategy seeks to invest in a broad range of income producing asset classes.

Diversified Income Strategy Materials

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Quarterly Fact Sheet

Most recent strategy returns, key statistics, exposures and holdings related data.

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Investor Presentation

Overview of our investment universe, philosophy, process and portfolio characteristics.

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