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UBS Sterling Corporate Bond Indexed Class C - Income (Gross GBP)

Sell:54.07p Buy:54.07p Change: 0.04p (0.07%)
Prices as at 27 February 2020
Sell:54.07p
Buy:54.07p
Change: 0.04p (0.07%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 27 February 2020
Sell:54.07p
Buy:54.07p
Change: 0.04p (0.07%)
Prices as at 27 February 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

26/02/15 to 26/02/16 26/02/16 to 26/02/17 26/02/17 to 26/02/18 26/02/18 to 26/02/19 26/02/19 to 26/02/20
Annual return n/a n/a 1.13% 1.57% 10.28%

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 Name: Matthias Dettwiler
Manager start date: 25 March 2013
Manager located in: TBC

Matthias Dettwiler is Head of Passive Fixed Income. He has overall responsibility for all index tracking fixed income portfolios globally, including exchange traded funds. Prior to being appointed to this role in November 2012, Matthias headed the ?FX and Global Bonds? team in Zurich, working closely with the global bond team and responsible for the implementation of global bond strategy for Zurich-based funds and portfolios. In addition, Matthias also managed bond and money market portfolios. Matthias is a member of the Fixed Income Investment Committee, the Global Bonds Investment Sub Committee and the European Money Market Committee. Matthias joined the firm in 1995 on a three-year banking apprenticeship at the then Swiss Bank Corporation. In 1998 he moved to UBS Investment Bank (Eurobond execution) and then subsequently to UBS Private Banking (Fund Distribution International). He moved into fixed income portfolio management in 2000. Matthias holds the ?Certified International Investment Analyst' and the ?Swiss Federal Finance and Investment Expert' designations.

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