OUR LATEST FUND LAUNCHES

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Consultant Relationship Team

Our new Funds represent the evolution of our investment offering and have been specifically crafted to provide our clients with access to what we believe are today’s most compelling investment opportunities. 

You can read more about our latest Fund launches below.

NEW INVESTMENT OPPORTUNITIES

BONDS PLUS 400 FUND

Are you looking for higher investment returns in this low yield environment? 

Following the success of the Bonds Plus Fund which was launched in 2006, our new Bonds Plus 400 Fund aims to achieve cash plus 4% by following the same successful strategy but by taking larger investment positions. The Fund invests in a wide range of fixed income securities and derivatives, taking views on the direction of both government and non-government bond markets.  

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Why the Bonds Plus 400 Fund?

  • Cash plus performance target: the Fund is not tied to the confines of a traditional
    fixed income benchmark index allowing the managers to have much more freedom with regard to asset allocation in order to seek out different sources of return.
  • Derivatives freedom: the Fund’s managers are able to express both positive and negative views, aiming to generate positive performance in all market conditions.
  • Diversification: aims for consistent risk-adjusted returns by spreading its investments. The Fund operates within strict risk management parameters.
  • Effective tool for the return-seeking component of an LDI strategy: the Fund can be used as part of a pension scheme's investment strategy to help generate returns and improve the scheme's funding level.

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Includes government and corporate bonds (both investment grade and high yield), emerging market debt, currencies and derivatives .

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To outperform its benchmark by 4% pa over rolling three-year periods, gross of management charges.*

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  3-Month Sterling Libor

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QIF**

*The Fund has a performance aim of 3-Month Sterling Libor + 4% pa over rolling three-year periods, gross of fees. This is not a guarantee, may not be achieved and a capital loss may occur. Funds which have a higher performance aim generally take more risk to achieve this and so have a greater potential for the returns to be significantly different than expected.

**Authorised by the Central Bank in Ireland.

Please note the value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.

HARNESSING THE BEST IDEAS IN FIXED INCOME FOR ABSOLUTE RETURNS IN ALL MARKET CONDITIONS