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Upward Treasury Bond Fund, L.P

Stability You Can Trust - Income You Can Count On

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Fund Overview

A Safe Harbor in Uncertain Markets

The Upward Treasury Bond Fund is designed to provide investors with capital preservation, liquidity, and steady income through an actively managed portfolio of U.S. Treasury securities.

The fund primarily invests in short- to intermediate-term Treasury bonds, ensuring low credit risk while delivering a stable yield profile backed by the full faith and credit of the United States government This fund focuses exclusively on U.S. Treasury securities, offering stability in volatile markets while maintaining liquidity and transparency.

Investment Philosophy

Capital Preservation First - Steady Income Always

Our philosophy centers on capital preservation first, steady income always. By investing in short, medium, and long term U.S. Treasuries, we build a portfolio that balances yield opportunities with liquidity and risk control. We believe in a defensive allocation strategy that leverages the strength and reliability of U.S. Treasuries.

Our philosophy centers on:

  • Preserving investor capital through exposure to the safest fixed-income instruments in the world.
  • Generating consistent interest income to meet income-driven objectives.
  • Maintaining portfolio liquidity to adapt to changing market conditions and capture tactical opportunities.

Funds Structure and Returns

A Reliable Framework for Long-Term Stability

The Upward Treasury Bond Fund is designed for conservative investors seeking safety, liquidity, and predictable returns. Structured around U.S. government securities, the fund provides exposure to the most creditworthy debt instruments in the market. The fund targets 2–4% annual yields with virtually no default risk, making it a strong anchor allocation for diversified portfolios.

Fund Snapshots

  • Fund Type: Open-ended fixed-income fund
  • Instruments: U.S. Treasury bills, notes, and bonds
  • Target Net Return: 2–4% annually (depending on interest rate environment)
  • Liquidity: Quarterly redemptions with notice
  • Minimum Investment: $250,000

Investment Objectives, Focus & Strategy

  • Capital Preservation– Maintain principal security by investing only in risk-free Treasuries.
  • Steady Income– Provide reliable interest payments to investors through coupon yields.
  • Liquidity– Ensure flexibility for investor withdrawals and tactical reallocations.
  • Diversification– Serve as a defensive anchor within a broader alternative or fixed-income allocation.

Investment Diversification & Approach

  • Diversified Across Maturities (laddered structure to smooth interest rate exposure).
  • Zero Credit Risk Exposure (Treasuries only, no corporate bonds).
  • Rate-Responsive Strategy (adjust positioning during Fed rate hikes/cuts).
  • Institutional-Grade Management with full transparency and reporting to LPs.

What We Finance

The Upward Treasury Bond Fund invests primarily in U.S. Treasury securities — including short-term T-bills, medium-term notes, and select long-dated bonds. These instruments finance the operations of the federal government, infrastructure, and essential programs, while providing investors with one of the most secure fixed-income vehicles available globally.

Why Investors Choose Us

Investors turn to Upward Treasury Bond Fund for capital preservation, liquidity, and predictable returns. Our disciplined strategy focuses on balancing maturity exposure to optimize yield while maintaining low-interest rate risk. By allocating to U.S. Treasuries, investors gain access to: Stable, low volatility returns, Liquidity and transparency, Risk mitigation 

Where We Deploy Capital

Focused Allocation to U.S. Treasuries

We allocate capital to short- and intermediate-term U.S. Treasury securities that provide dependable returns with high liquidity. The focus is on capital preservation, interest rate risk management, and cash flow stability, making this fund a reliable choice during periods of market volatility.

  • U.S. Treasury Bonds & Notes (Core Allocation) – Long-term instruments for income stability.
  • U.S. Treasury Bills – Short-term holdings to manage redemptions and cash flow.
  • Tactical Overlays – Opportunistic rebalancing during rate cycle shifts to optimize returns.
  • 1–3-year Treasury notes (for liquidity and near-term yield)
  • 5–10-year Treasury bonds (for yield stability)
  • Laddered maturities to reduce reinvestment risk
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Performance Objectives

Treasury Portfolio for Security and Liquidity

  • Consistent Income: Provide reliable quarterly distributions
  • Capital Preservation: Minimize credit risk through careful bond selection
  • Tax Efficiency: Deliver after-tax returns superior to comparable taxable bond
  • 3–5% net annualized return with minimal volatility

Investment Strategy

  • Active Duration Management – Adjust maturities based on interest rate outlook.
  • Yield Curve Optimization – Position the portfolio across the curve to capture spreads.
  • Reinvestment Strategy – Reinvest coupon payments to compound returns.
  • Liquidity Buffer – Maintain allocation to short-term Treasuries for redemptions.
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Invest with Confidence in the World’s Safest Asset Class

Welcome to Upward Capital Investment Group

Thank you for your interest in investing with Upward Capital Investment Group. This intake form is designed to help us better understand your investment profile, preferences, and eligibility across our family of funds. Whether you're seeking stable income, equity growth, or diversified exposure to alternative assets, this information ensures we provide the most suitable opportunities aligned with your goals. All responses are confidential and used solely for compliance, suitability, and onboarding purposes.

Legal Disclaimer: This is not an offer to sell securities. Offers are made only through the Private Placement Memorandum (PPM). For accredited investors only. Past performance is not indicative of future results.
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