About SPGBX
Symmetry Panoramic Global Systematic Fixed Income Fund Class I Shares is an actively managed mutual fund focused on global bond markets. Its primary objective is to deliver income and capital appreciation through a systematic, factor-based approach to fixed income securities across developed and emerging markets. The strategy allocates at least 80% of net assets to bonds and related instruments, investing in government and agency obligations, corporate credit, asset-backed and mortgage-backed securities, and short-term debt, with exposure to both U.S. dollar and non‑U.S. currencies. The fund references the Bloomberg Global Aggregate (Hedged USD) as its benchmark and flexes allocations around it to reflect prevailing conditions. It may hold securities across the credit spectrum, including high yield, and does not target a specific duration, enabling dynamic interest-rate positioning. Managed within Symmetry Partners’ evidence-based framework, the fund emphasizes diversification, cost discipline, and process consistency, with JPMorgan Investment Management serving as sub-adviser to the fixed income lineup. Typical investors use it as a core global bond holding to complement multi-asset portfolios and to broaden interest-rate and credit exposure beyond domestic markets.
Fund Family Symmetry Partners
Category World Bond-USD Hedged
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SPGBX
Share Class Class I Shares
Index Index is not available on Lipper Database
SPGBX had a total return of 2.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.59%.
