Xavier Student Bond Fund

The Xavier Student Bond Investment Fund is a groupd of graduate students managing a portion of the Xavier University Endowment as a fixed-income fund. Students involved in the fund (FINC 664) seek a total return strategy benchmarked against the Barclay Aggregate Bond Index. The primary investments of the fund are in investment-grade corporate credits, government Treasuries and agencies that comprise the index.

The Fund can also invest in Treasury Inflation Protected Securities (TIPS), taxable municipals, dollar-denominated sovereign credits, agency pass through, floating rate notes, preferred stock, and the Fort Washington High-Yield Fund, LLC. The primary objective of the Fund is to provide for preservation of capital with an emphasis on long-term growth of capital, without undue exposure to risk.

For the latest report published by the Xavier Student Bond Investment Fund, click here.