US National Day of Mourning for President Carter – non-dealing day in this fund
Please note we are declaring an additional non-dealing day for this fund. A non-dealing day will be in place on Thursday 9 January 2025, with dealing resuming on Friday 10 January 2025. This is due to the US National Day of Mourning for President Carter, which will see the New York Stock Exchange closed for the day.
Quarterly update
Watch the investment team recap this quarter.
(Note: Filmed in May 2022)
INVESTMENT OBJECTIVE
The Fund aims to provide a total return (from a combination of capital growth and income) by investing a minimum of 70% of its assets in investment grade corporate bonds globally. The Fund may invest up to 25% in government bonds and up to 25% in high yield (non-investment grade) bonds, as well as cash, money market instruments and other eligible investments which are disclosed in the Prospectus. The Fund may use derivatives (complex financial instruments) with the aim of risk or cost reduction within the portfolio, including the hedging of currency exposure at the discretion of the investment manager. Derivatives may also be used to generate additional returns or income for the Fund.
About this fund
- Our team: Culture of collaboration, global integration and respectful challenge.
- Disciplined, repeatable process: Transparent investment process to dynamically navigate the credit cycle.
- Holistic approach to risk: People, tools and systems create a 360° view of risk.
