Harvest Funds Intermediate Bond

A Flexible Portfolio Alternative

Inst Share = HXIIX:   A Share = HXIAX

Investment Objective:


Investment Strategy:


The Harvest Fund Intermediate Bond redefines intermediate-term bond mutual funds offering a short/intermediate duration1 and low volatility bond portfolio.

A Flexible Portfolio Alternative

In our challenging and dynamic market environment, what are the best income investments for a portfolio?

By redefining the intermediate-term bond mutual fund, Harvest is able to offer a proprietary income strategy: the Harvest Funds Intermediate Bond. This flexible income strategy has a variety of practical portfolio applications.

Please see highlights below and click here to learn more.

Potential benefits of the Fund:
  • Diversification to non-US corporate credits
  • Short / intermediate duration portfolio
  • Low volatility
  • Bond valuations with the potential for capital appreciation
  • Liquidity
  • Complements various portfolio allocations

Investors may want to consider the Fund as an option
in various asset categories within their portfolio:

The Harvest Funds Intermediate Bond may complement or compete for various asset categories within your portfolio. Harvest has redefined intermediate-term mutual funds and provides a unique retirement income opportunity.

The Fund provides the following benefits relative to other fund categories:

Harvest’s world-class investment team delivers
a disciplined fixed income investment approach:

Harvest is a $50 billion asset management firm with a long-standing history of delivering innovative financial products to global investors.  Our 120+ investment professionals are able to provide a top down and a bottom up perspective of the markets to best position our clients to meet their financial goals.

Our Firm:

  • $50 billion+ in client assets across our United States, Mainland China, Hong Kong, and European businesses
  • 8 million clients globally
  • 500+ employees
  • Headquartered in Beijing, China
  • Founded March 1999; one of the 1st asset managers in Mainland China

Our People:

  • 120+ investment team singularly focused on China/Asia; 37 portfolio managers, 7 macro-economists, 57 analysts, 18 traders, 22 compliance/risk management
  • Physically located in China
  • Majority of investment team are Chinese nationals

Our Process:

The breadth and depth of Harvest's investment team, our China location and our Chinese heritage allow Harvest to see and execute on market opportunities before others.

The Harvest Fund Intermediate Bond’s investment process pursues a combined top-down and bottom-up approach. Our portfolio managers determine the Fund’s investment universe based on three core strategies; Interest Rate Strategy, Currency Strategy, and Credit Strategy.

In the top-down approach, Harvest’s macro-economic team analyzes data on a global, regional and local basis (e.g. economic growth, monetary and fiscal policies and interest rate cycles) in order to identify longer-term macro trends and current themes which are likely to impact markets.

In our bottom-up credit evaluation, we conduct regular meetings with issuers and utilize Harvest’s in-house credit and equity research analysts to select individual securities.

1.) JP Morgan Asia Credit Index (JACI) tracks total return performance of the Asia fixed-rate dollar bond market. JACI is a market cap-index comprising of sovereign, quasi-sovereign and corporate bonds. The Fund’s benchmark index is comprised of JACI 50% Hong Kong Total Return Index and 50% China Total Return Index. The benchmark index returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives. Bond and bond funds will decrease in value as interest rates rise. The Fund focuses its investments primarily with Chinese issuers and issuers with economic ties to China. The Fund is subject to political, social or economic instability within China which may cause decline in value. Fluctuations in currency of foreign countries may have an adverse affect to domestic currency values. Emerging markets involve heightened risk related to the same factors as well as increase volatility and lower trading volume. The Fund uses derivative instruments. The primary risk of derivative instruments is that changes in the market value of securities held by the fund and of the derivative instruments relating to those securities may not be proportionate. Derivatives are also subject to illiquidity and counterparty risk. High yield bonds involve greater risk of default or downgrade and are more volatile than investment grade securities, due to the speculative nature of their investments. Current and future holdings are subject to risk. There can be no assurance that the fund will achieve its stated objective.

Please see the summary or full prospectus for more information on charges, expenses, investment objectives, and risk factors along with information regarding other share classes that are offered for purchase. This and other information may be obtained by calling 1-855-573-6994. Read the prospectus carefully before you invest or send money.

The Harvest Funds are distributed by SEI Investments Distribution Company, 1 Freedom Valley Drive, Oaks, PA 19456 . SEI is not affiliated with Harvest Global Investments Limited, the Investment Adviser for the Fund.

Not FDIC insured | May Lose Value | No Bank Guarantee