||04/12/18 to 04/12/19
||04/12/19 to 04/12/20
||04/12/20 to 04/12/21
||04/12/21 to 04/12/22
||04/12/22 to 04/12/23
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
The fund's investment objective is to provide a high level of current income. Its secondary investment objective is capital appreciation. In pursuing its investment objective, the fund invests generally in corporate high yield bonds, corporate investment grade bonds, emerging market bonds and mortgage and asset backed securities. The proportion of securities held by the Fund within each of these sectors will vary with market conditions and the investment adviser's assessment of their relative attractiveness as investment opportunities. The fund may opportunistically invest in other sectors, including, but not limited to, U.S. government debt, municipal debt and non-corporate credit, in response to market conditions. In addition to the integration of sustainability risks as part of the investment adviser's investment decision making process, the fund also promotes environmental and/or social characteristics through the application of the following binding processes. The investment adviser aims to manage a carbon footprint lower than the fund's selected index level. The investment adviser also evaluates and applies ESG and norms-based screening to implement an exclusion policy relating to the fund's investments in corporate issuers and sovereign issuers.