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Schwab launches Laudus Mondrian Global Fixed Income Fund


Charles Schwab Investment Management has launched the Laudus Mondrian Global Fixed Income Fund.

The new fund provides investors with a single vehicle to access international developed, US, and emerging market bond markets worldwide.

Managed by Charles Schwab Investment Management, the value-oriented Laudus Mondrian Global Fixed Income Fund seeks long-term total returns by investing in fixed income securities around the world.

The fund is generally comprised of high-quality bonds issued by the governments or government agencies of developed and emerging market countries. The fund has a gross operating expense ratio (OER) of 1.03 per cent, with a net OER of 0.85 per cent, which is waived through 10 January 2013. The fund is available for a USD100 minimum investment.

“Our clients tell us they want exposure to the world’s expanding bond markets – both for their performance potential and for their historically low correlation with other asset classes,” says John Sturiale, vice president of Charles Schwab. “We’re pleased we can now offer investors the ability to access these markets through one fund managed by an institutional money manager known for its international fixed income capabilities.”

The fund’s sub-adviser, institutional investment manager Mondrian Investment Partners, takes a value-oriented approach to analysing global bond markets, looking for opportunities in countries that can provide US investors a high prospective real, inflation-adjusted yield over a market cycle, with the potential for capital gain and currency appreciation. Assets are selected for the portfolio using a disciplined process that combines proprietary fundamental country research, a systematic top-down approach, and a bottom-up analysis of each security’s creditworthiness.

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