A nimble portfolio of global equities, fixed income securities and commodities-related investments, Thornburg Summit Fund seeks to build real wealth over time by providing a mix of capital appreciation and current income that exceeds the rate of inflation.
With a global mandate and no limitations on the minimum or maximum that may be invested in a particular asset class, Summit Fund is truly unconstrained in its search for attractive investment opportunities.
Summit Fund will normally invest in long positions of equity and fixed income securities, though it may also invest a significant amount of its assets in short positions, commodity-related investments, derivatives, currencies and cash or cash equivalents.
This flexibility to invest in the securities that we believe represent the best value and opportunity at a given point in time helps enable the Fund to achieve its investment goal across a wide variety of market environments.
Investors looking for inflation protection with a focus on risk-adjusted returns may consider Thornburg Summit Fund as a solution.