MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund’s investment objective is to achieve a total return over the medium term (3-5 years) by investing at least 80% in sterling-denominated corporate bonds, which meet predetermined ethical criteria. The Fund's performance target is to outperform the Markit iBoxx Sterling Non-Gilt Overall All Maturity Index (the “Index”) over a rolling 5-year period. For further information on the Fund's index, please refer to the Prospectus.

Fund Managers

Eric Holt

Eric Holt has extensive knowledge of investment grade and high yield corporate bonds, gained over a career spanning more than 30 years. He heads RLAM’s sterling credit team credit research process, as well as managing the Sterling Extra Yield Bond Fund and the Ethical Bond Fund. He joined RLAM in 1999 following Royal London’s acquisition of United Assurance, where he had worked for the previous 20 years. Eric is a graduate of Nottingham University with a degree in mathematics and is an associate of the Institute and Faculty of Actuaries.