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Principal Post Global Limited Term High Yield Class I - Accumulation (GBP)

Sell:866.80p Buy:866.80p Change: 0.18p (0.02%)
Prices as at 25 September 2020
Sell:866.80p
Buy:866.80p
Change: 0.18p (0.02%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA or Fund and Share Account
Prices as at 25 September 2020
Sell:866.80p
Buy:866.80p
Change: 0.18p (0.02%)
Prices as at 25 September 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA 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 can invest in government and corporate bonds issued globally. And they can often be denominated in overseas currencies. Foreign currencies boost performance if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true when sterling strengthens. These funds can be very different from each other. Some focus on generating income, others try to shelter investors' money during the bad times and might not generate any income. We think there are only a handful of investors with the skill to successfully manage a fund in this sector.

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

28/09/15 to 28/09/16 28/09/16 to 28/09/17 28/09/17 to 28/09/18 28/09/18 to 28/09/19 28/09/19 to 28/09/20
Annual return 4.90% 2.62% 0.32% 3.66% -0.09%

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.

Information about the fund

Fund manager biography

Manager Name: Dan Ross
Manager start date: 15 May 2011
Manager located in:

Dan (Managing Director - Portfolio Manager) joined Post in 2013 from alliant group, a privately held portfolio company of Evercore Capital Partners that provides tax consulting services, where he served as Chief Financial Officer. Previously, he was a managing director at Evercore Partners, where he spent 8 years focused primarily on private equity investing. Prior to that, he worked as a private equity associate at TPG Capital and as a financial analyst in the Los Angeles office of Donaldson, Lufkin & Jenrette. Dan graduated magna cum laude with a dual degree from the University of Pennsylvania's Huntsman Program in International Studies and Business.

Manager Name: Iris Shin
Manager start date: 15 May 2011
Manager located in:

Iris is a managing director - portfolio manager for Post Advisory Group. He is responsible for portfolio management. Iris joined the firm in 2013. Prior to his current role, Iris served as a senior analyst at Glenview Capital. He received a bachelor's degree in Business Administration from Walter A. Haas School of Business at the University of California, Berkeley.

Manager Name: James Wolf
Manager start date: 15 May 2011
Manager located in:

James Wolf (Managing Director, Portfolio Manager) joined Post in 2019 from MacKay Shields LLC where for 12 years he was a managing director in the High Yield group focusing on a variety of sectors including Financial Services and Healthcare. Prior to MacKay Shields, Jim spent 17 years as a sell-side high yield research analyst covering the Financial Services and Healthcare sectors, most recently as Managing Director and the Director of High Yield Research at First Albany Capital, and prior to that at RBC Capital Markets, Bear Stearns, UBS Securities, and Alex Brown & Sons. He was also a founding Partner and the Chief Operating Officer of Hygrove Partners LLC. Jim began his career in research in the equity research department of Conning & Company covering the Life Insurance sector, and prior to that he had been a market-maker in S&P 500 futures at the Chicago Mercantile Exchange. Jim earned a bachelor's degree in History from Northwestern University and an MBA in finance from the University of Rochester. Jim has been named to the First Team of the Institutional Investor All-America Research Team for his coverage of the high yield Financial Services sector.

Manager Name: Jeffrey Stroll
Manager start date: 15 May 2011
Manager located in:

Jeffrey Stroll (Managing Director, Portfolio Manager, Post Board Member) joined Post in 2012 from Marathon Asset Management, where he was a vice president focused on distressed debt and high yield bonds. Prior to Marathon, he worked at Oaktree Capital Management, where he analyzed and recommended investments for the firm's credit opportunities fund. Jeffrey began his career in the restructuring services group at Deloitte & Touche, where he worked on assignments advising debtors and creditors of financially distressed companies in out-of-court and Chapter 11 restructurings. Jeffrey earned a bachelor's degree in finance and entrepreneurship from the University of Arizona and an MBA in finance and strategy from Columbia Business School.

Manager Name: David Kim
Manager start date: 15 May 2011
Manager located in:

David is a Managing Director, Investment Management at Post Advisory Group. He joined Post in 2005 from Credit Suisse First Boston in Los Angeles, where he worked as a Financial Analyst. David received a Bachelor's Degree with High Honors in Business Administration from the University of California Berkeley.

Manager Name: Schuyler Hewes
Manager start date: 15 May 2011
Manager located in:

Schuyler is a Managing Director, Investment Management at Post Advisory Group. He joined Post in 2012 from Apollo Investment Management where he was a Principal focusing on high yield bonds and mezzanine securities. Prior to Apollo, Schuyler was a Director at UBS Securities where he worked on a variety of leveraged finance, M&A and restructuring transactions. Previously, he worked as a Financial Analyst at Donaldson, Lufkin & Jenrette. Schuyler graduated magna cum laude from the University of Pennsylvania with a B.A. in Economics from the College of Arts and Sciences and a B.S. in Economics from the Wharton School.

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 or Fund and Share Account