||30/07/16 to 30/07/17
||30/07/17 to 30/07/18
||30/07/18 to 30/07/19
||30/07/19 to 30/07/20
||30/07/20 to 30/07/21
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 objective of this fund is to provide income by tracking the performance of the Markit iBoxx Sterling Non-Gilts ex BBB Index. The fund will invest between 70% and 100% in bonds included in the Index. The fund's investments will closely match those that make up the Index. The Index consists of bonds which are issued in Sterling by UK or overseas companies. The bonds that the fund invests in will be almost entirely investment grade (rated as lower risk). The fund may use derivatives to reduce risk or cost, or to generate additional capital or income with no, or an acceptably low, level of risk. The fund may also invest in deposits, money market instruments and cash.