Royal London Sterling Extra Yield Bond Class Y - 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 »
Eric Holt and Rachid Semaoune 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.
The amount invested in unrated and high yield bonds makes this fund a more adventurous and higher risk option compared to many peers in the IA £ Strategic Bond sector. Because of this, we think this fund should be used as part of a diversified investment portfolio.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
25/07/20 to 25/07/21 | 25/07/21 to 25/07/22 | 25/07/22 to 25/07/23 | 25/07/23 to 25/07/24 | 25/07/24 to 25/07/25 | |
---|---|---|---|---|---|
Annual return | 13.95% | -3.18% | 3.08% | 12.54% | 11.10% |
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
