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||25/03/17 to 25/03/18
||25/03/18 to 25/03/19
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
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
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The Fund aims to achieve a total positive return in all market conditions through an exposure to a range of credit related instruments, by investing directly or indirectly in such securities. These instruments generate returns from contracted income flows and changes in credit worthiness The Fund will invest primarily in corporate bonds, sovereign bonds and other debt securities including money market securities. If desirable, the Manager may further invest up to one third of the total assets of the Fund in other securities and deposits. For liquidity purposes it may further invest in cash and near cash. In addition, the Fund may use derivatives and forward transactions. The Fund may take long and short positions through derivatives.