Overview

Why Invest in This ETF?

• Income Generation — An actively managed fixed income “plus” portfolio that seeks to maximize total return superior to traditional core bonds, with a similar volatility profile.
• High-Quality Bonds — The ETF seeks total return by primarily investing in investment-grade bonds and identifying relative value opportunities across sectors, including selective exposure to asset-backed and non-agency mortgage-backed securities when appropriate.
• Conservative Investment Philosophy — We only invest in cash bonds and our approach is to take on risk when we believe we will be compensated for doing so.

Investment Objective

The Thornburg Core Plus Bond ETF (the “ETF”) seeks total return, consisting of income and capital appreciation. The Fund’s investment objective may be changed without shareholder approval.

Investment Approach

This ETF is actively managed and seeks income and total return greater than core bonds, with similar volatility as core. It manages risk through a portfolio primarily of high-quality investment-grade bonds, complemented by up to 25% in below-investment-grade securities. Using a flexible, unsiloed approach to duration, sectors, and structures, the ETF uncovers relative value opportunities that others may overlook in dynamic markets. Investors can expect a balance of income generation and capital preservation.