From 25 February 2022, the Company’s Investment objective and policy changed, and from 16 September 2021, the Company's reference benchmark changed. Past performance shown before this change was therefore achieved under circumstances that no longer apply.
The Company’s investment objective is to provide shareholders with a high level of income and preservation of capital, through the economic cycle.
ABOUT THIS TRUST
- A fixed income specialist fund with the ability to move freely between bonds and loans
- Has an experienced and specialised management team with a deep understanding of global fixed income markets
- Typically invests in large, high quality companies in industries with high barriers to entry