Royal London Sterling Extra Yield Bond Inclusive - Class B - Income (GBP)





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 »
We think this fund is an excellent choice for a high income from corporate bonds. We like the fact Eric Holt and his team invest in a wide range of bonds in different sectors and from different companies. They also look in areas ignored by many other bond investors and this makes the fund different from its competitors. It's a more adventurous option because high yields are typically offered by less financially secure companies. They pay a higher income to compensate for the additional risk.
Eric Holt is supported by a talented team of bond investors and we think they're capable of excellent long-term performance and an attractive income.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
20/04/16 to 20/04/17 | 20/04/17 to 20/04/18 | 20/04/18 to 20/04/19 | 20/04/19 to 20/04/20 | 20/04/20 to 20/04/21 | |
---|---|---|---|---|---|
Annual return | 16.52% | 7.62% | 4.66% | -7.72% | 16.52% |
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
Information about the fund
