From 16 September 2021, the Funds Investment objective, policy and 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 seek a sustainable level of annual income and capital gains consistent with seeking to reduce the risk of capital losses, by investing in a diversified portfolio of global fixed income and floating rate asset classes.
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