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Threadneedle UK Social Bond Class Z - Income (GBP)

Sell:110.34p Buy:110.34p Change: 0.50p (0.46%)
Prices as at 9 April 2020
Sell:110.34p
Buy:110.34p
Change: 0.50p (0.46%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 9 April 2020
Sell:110.34p
Buy:110.34p
Change: 0.50p (0.46%)
Prices as at 9 April 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 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 the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

Funds in this sector invest mainly in 'investment grade bonds'. These are issued by companies that are more likely to be able to repay their debts to bondholders. As such, they tend to offer lower yields than bonds issued by companies that are less likely to be able to pay off their debts. Corporate bonds have generally performed well since the 2008 financial crisis. With interest rates on cash so low, they've appealed to income investors. This has pushed up bond prices, but means their yields have also fallen. Some suggest there is now less value in this area of the market. We think that with interest rates likely to stay lower for longer, a corporate bond fund could be a good addition to a diversified portfolio invested to generate income.

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

08/04/15 to 08/04/16 08/04/16 to 08/04/17 08/04/17 to 08/04/18 08/04/18 to 08/04/19 08/04/19 to 08/04/20
Annual return 1.52% 7.61% 0.49% 2.42% 1.09%

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 photo
Manager Name: Simon Bond
Manager start date: 4 December 2013
Manager located in: London

Simon Bond joined the company in 2003 as an Investment Grade Credit portfolio manager. He manages the Threadneedle UK Social Bond Fund, the Allied Dunbar Distribution Bond Fund and a wide range of institutional and wholesale credit bond funds. Prior to joining the company, he managed £6 billion in his role as the Senior UK Credit fund manager for AXA. Simon has also worked for GE Insurance as a portfolio manager, Provident Mutual as a Fixed Income analyst specialising in corporate bonds and Hambros Bank as an Investment Accountant and Pension Fund Investment Administrator. He is a Fellow of the Chartered Institute for Securities and Investment.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account