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Merian Monthly Income Bond Inclusive - Class A - Accumulation (GBP)

Sell:85.05p Buy:85.05p Change: 0.02p (0.02%)
Prices as at 20 October 2020
Sell:85.05p
Buy:85.05p
Change: 0.02p (0.02%)
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 20 October 2020
Sell:85.05p
Buy:85.05p
Change: 0.02p (0.02%)
Prices as at 20 October 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

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

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

19/10/15 to 19/10/16 19/10/16 to 19/10/17 19/10/17 to 19/10/18 19/10/18 to 19/10/19 19/10/19 to 19/10/20
Annual return 5.25% 4.73% -3.38% 9.34% 8.01%

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 Name: Harry Richards
Manager start date: 31 July 2020
Manager located in: TBC

TBC

Manager Name: Adam Darling
Manager start date: 31 July 2020
Manager located in: London

Adam joined Jupiter's Fixed Income team in February 2015. He is fund manager of the Jupiter Global High Yield Short Duration Bond fund (SICAV) and co-fund manager, alongside Harry Richards, of the Jupiter Corporate Bond fund (Unit Trust).

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