Income investing, reconsidered for today's environment
For investors seeking reliable cash flow, the post-zero-rate world has opened new opportunities — but also introduced greater complexity. The Meridian Global Income Fund was built to navigate both, combining investment-grade and select high-yield bonds, global dividend equities, and infrastructure assets under a single, actively managed structure.
Our portfolio managers draw on more than two decades of cross-cycle experience to balance yield, quality, and duration risk — targeting a net distribution yield of 6.4% while actively managing downside exposure.
Meridian's portfolio team reviews positioning across 40+ global markets on a daily basis.
"We don't chase yield. We construct it — asset by asset, with a clear view of where the risk lies and why we're being compensated for it."Sarah Chen, CIO — Meridian Asset Management
Built on three core principles
Disciplined Quality Screen
Every holding passes a proprietary credit and earnings-quality filter before entering the portfolio, limiting exposure to deteriorating fundamentals.
Global Diversification
Exposure across 40+ markets reduces single-country risk and unlocks income sources unavailable in domestic-only mandates.
Active Duration Management
Duration is adjusted dynamically in response to rate expectations, protecting NAV without sacrificing the yield target.
