Xavier Center for Applied Finance

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Overview

Xavier Student Bond Fund

The Xavier Student Bond Investment Fund manages a portion of the Xavier University Endowment as a fixed-income fund. The Fund seeks total return 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 throughs, 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.