|01/03/19 to 01/03/20
|01/03/20 to 01/03/21
|01/03/21 to 01/03/22
|01/03/22 to 01/03/23
|01/03/23 to 01/03/24
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.
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ShortDurationHighYield generates value through Muzinichs bottom up investment process which emphasizes internal credit research. The Fund invests primarily in short maturity and yield-to-call high yield issues and floating rate notes. The Fund, consisting of bonds with a minimum average rating of B, targets an average portfolio duration to worst of less than two years. The objective is to achieve attractive low volatility returns through a credit sensitive approach to short duration BB/B rated bonds.
Short term government debt instruments currently offer very low interest rates. Corporate bonds in the BB/B ratings category, in contrast, offer relatively appealing yields in an environment of improving company fundamentals. The Fund seeks to offer investors the opportunity to benefit from attractive yields in corporate credit while helping investors largely protect themselves from the danger of rising long term interest rates.