||29/11/16 to 29/11/17
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||29/11/18 to 29/11/19
||29/11/19 to 29/11/20
||29/11/20 to 29/11/21
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.
View funds on the Wealth Shortlist »
The Fund aims to achieve total return principally by way of income. Income will be paid monthly. The Fund invests primarily in UK and European debt securities. The Manager's strategic investment approach allocates the Funds investments between corporate investment grade and non-investment grade, sovereign and supranational debt. The Manager may invest up to one third of the assets of the Fund in money market instruments, cash or near cash and other securities (other than equities) including non-UK and non-European debt. The Fund may invest in derivatives and forward transactions. The Manager may take long and short positions through derivatives. Where securities are non-Sterling denominated it is intended that they will typically be hedged back into Sterling.