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Merian Corporate Bond Class R - Income (GBP)

Sell:127.60p Buy:127.60p Change: 0.20p (0.16%)
Prices as at 8 July 2020
Sell:127.60p
Buy:127.60p
Change: 0.20p (0.16%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 8 July 2020
Sell:127.60p
Buy:127.60p
Change: 0.20p (0.16%)
Prices as at 8 July 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. 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 »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. Corporate bonds have generally performed well since the 2008 financial crisis. With interest rates on cash so low, they've appealed to income investors. This has pushed up bond prices, but means their yields have also fallen. Some suggest there is now less value in this area of the market. We think that with interest rates likely to stay lower for longer, a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

08/07/15 to 08/07/16 08/07/16 to 08/07/17 08/07/17 to 08/07/18 08/07/18 to 08/07/19 08/07/19 to 08/07/20
Annual return 6.02% 3.98% 1.63% 7.62% 8.96%

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.

Fund Management Group Comment

Merian Global Investors was created in 2018 when the team at Old Mutual Global Investors broke away from the wider Old Mutual business. The company offers funds investing across the globe - from the UK and Europe to Asia and the US. None of the managers are constrained by a 'house view'. Instead they're given the flexibility to invest their funds wherever they find the best opportunities.

Information about the fund

Fund manager biography

manager photo
Manager Name: Lloyd Harris
Manager start date: 1 December 2015
Manager located in: .

Lloyd Harris joined MGIS in January 2012 as a senior credit analyst focusing on the financial sector, before being appointed lead manager of the Merian Corporate Bond Fund in 2015. Prior to that Lloyd was at Cutwater Asset Management (2007-2011), initially as an asset-backed CP/MTN trader, then as a European financials credit analyst. Before this, Lloyd worked in structured capital markets at Deutsche Bank (2002-2007), after completing the firm's graduate training programme. Lloyd graduated from the University of Bristol with a BA (Hons) in Electronics and Telecommunications Engineering (2001), and is a part-qualified management accountant.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account