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Holbrook Income Fund;I

Ranked 144 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Scott Carmack

Scott Carmack is CEO and portfolio manager at Holbrook Holdings where he deals in bonds, using a macro investment style. He joined the firm in 2016 and prior to this was president and portfolio manager at Leader Capital. Scott graduated from Harvard University with a degree in Economics and outside of fund management he lists baseball and basketball among his interests.


The Fund seeks to provide current income, with a secondary objective of capital preservation in a rising interest rate environment. It will allocate its portfolio in fixed income securities through the purchase of closed end investment companies and exchange-traded funds that invest in income producing securities.

Showing fund performance globally. You can view performance in individual jurisdictions.


US Dollar over : 31/01/2017 - 31/01/2018
  • Rank 144/357 Total Return
  • Rank 121/357 Standard Deviation
  • Rank 128/357 Max Drawdown
Fund Name Currency Return
143 Cavalier Adaptive Income Fund;Institutional USD


144 Holbrook Income Fund;I USD


145 Nordea 1 - Unconstrained Bond USD Hgd BP USD

Currency exposure is hedged

Currency exposure is hedged



146 DSC USD Bond Fund (USD) (A) USD


Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 4.6% 1.5% 0.9% 1.4% 0.7%
2016 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/2016
  • Share Class size12Mn
  • Base currencyUSD
  • ISIN US90213U2309

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment2,500


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).