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YFS Knox Total Return Class A - Income (GBP)

Sell:175.43p Buy:175.43p Change: 1.93p (1.09%)
Prices as at 16 July 2026
Sell:175.43p
Buy:175.43p
Change: 1.93p (1.09%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 16 July 2026
Sell:175.43p
Buy:175.43p
Change: 1.93p (1.09%)
Prices as at 16 July 2026
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. 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 »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

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

16/07/21 to 16/07/22 16/07/22 to 16/07/23 16/07/23 to 16/07/24 16/07/24 to 16/07/25 16/07/25 to 16/07/26
Annual return n/a n/a 14.66% 9.90% 24.87%

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: Jonathan Chenevix-Trench
Manager start date: 22 September 2015
Manager located in: London

Jonathan Chenevix-Trench graduated from Oxford University in 1984 with a degree in Classics. He subsequently joined Morgan Stanley, and over the next twenty-three years enjoyed a varied career covering both corporate finance and fixed income. From 2000-2005 Jonathan managed the global interest rate and currency businesses, and from 2005-2007 Jonathan was Chairman and Chief Executive of Morgan Stanley International. Since 2008, Jonathan has served on a range of boards, both commercial and charitable, and been responsible for the oversight of both charitable and private equity portfolios.

manager photo
Manager Name: Kenneth Steele
Manager start date: 22 September 2015
Manager located in: London

Kenneth Steele graduated from the University of Edinburgh in 1986 with a degree in Mathematics and Statistics, and joined Morgan Stanley in August of that year. Across a 20 year career at Morgan Stanley Kenneth worked in the fixed income division in both London and Tokyo. While in Japan Kenneth had responsibility for the structuring and risk management of a portfolio of credit products, and upon returning to London in 1994, Kenneth became responsible for the European Government bond and interest rate derivative portfolios. Kenneth serves on the board of The Royal Ballet School.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account