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Waverton Sterling Bond Class P - Income (GBP)

Sell:999.20p Buy:999.20p Change: 0.70p (0.07%)
Prices as at 17 February 2020
Sell:999.20p
Buy:999.20p
Change: 0.70p (0.07%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 17 February 2020
Sell:999.20p
Buy:999.20p
Change: 0.70p (0.07%)
Prices as at 17 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 Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Strategic bond funds have the freedom to invest across the fixed-interest spectrum, from traditional government and corporate bonds to higher-risk high-yield bonds. They can also invest up to 20% of the fund overseas and potentially benefit from currency movements. But this relies on the skill of the fund manager in making the right calls. Given the huge flexibility fund managers in this sector have, each fund should be judged on its own merits. Some focus on generating an income while others try to grow investors' money, or shelter it when times get tougher.

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

17/02/15 to 17/02/16 17/02/16 to 17/02/17 17/02/17 to 17/02/18 17/02/18 to 17/02/19 17/02/19 to 17/02/20
Annual return -2.72% 10.00% 3.97% 0.82% 11.64%

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: Jeff Keen
Manager start date: 11 January 2010
Manager located in: London

Jeff joined the company in June 2009 and is a Director and co-head of Fixed Income. He is a member of the Asset Allocation Committee and has previously led the firm's macro research.  Jeff is the lead manager of the Waverton Global Strategic Bond Fund and the Waverton Sterling Bond Fund. He is also lead manager of the Waverton Protection Strategy which was launched in April 2016.  He joined Waverton from TriAlpha Investment Advisors where he was CIO and Chairman of the Asset Allocation committee as well as lead manager on their global bond mandates including the TriAlpha International Bond Fund. Prior to this he worked for Colonial Mutual (which became First State) managing funds across a range of asset classes before becoming Head of UK Equities. Jeff graduated from Bristol University with a degree in Mathematics with Statistics in 1984.  He is a Chartered Member of the Chartered Institute for Securities & Investment (CISI).

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