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Fixed Interest Monthly Income Fund

A monthly paying income fund, which is one of the oldest bond funds in the UK.

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide a high income. The Fund invests principally in bonds of any quality from any type of issuer. The Fund may also invest in money market instruments, bank deposits and shares acquired through the ownership of bonds that convert to shares. The Fund may use derivatives to achieve the Fund's investment objective, to reduce risk or to manage the Fund more efficiently.

ABOUT THIS FUND

  • Seeks to generate income through an actively managed, diversified portfolio of high-yielding assets
  • Seeks to deliver a relatively high and consistent level of income
  • Active risk management leverages a broad toolkit to enhance/smooth returns or add/reduce risk as deemed appropriate

RATINGS AND AWARDS

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RATINGS AND AWARDS

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FE Investments approved

Portfolio Management

Jenna Barnard, CFA

Co-Head of Global Bonds | Portfolio Manager

Industry since 2001. Joined Firm in 2002.

John Pattullo, ASIP

Co-Head of Global Bonds | Portfolio Manager

Industry since 1993. Joined Firm in 1997.

Nicholas Ware

Portfolio Manager

Industry since 1998. Joined Firm in 2009.

Oliver Bardot, CFA

Portfolio Manager

Industry since 2010. Joined Firm in 2009.

Performance

Portfolio

Documents