MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund seeks to provide capital growth and income in line with the Bloomberg Barclays Customised Global Treasury (Gross Total Return) hedged to GBP index (after fees have been deducted) over a 3 to 5 year period by investing in a portfolio of government bonds. The fund is actively managed and invests at least 80% its assets in the government bonds of any of the 17 largest member countries (by market capitalisation) of the Organisation for Economic Co-operation and Development. Bonds denominated in currencies other than sterling will be hedged back to sterling. Advanced beta uses a systematic approach to investing that seeks to deliver targeted exposure to relevant individual or multiple factors (such as value, quality, momentum or low volatility) with low active risk. The fund may also invest directly or indirectly in other securities (including in other asset classes), countries, regions, industries or currencies, collective investment schemes (including Schroder funds), warrants and money market instruments, and hold cash. The fund may use derivative instruments for investment purposes as well as for efficient portfolio management. The investment manager is limited to investing in accordance with the composition of the benchmark but has the discretion to vary the weightings in the benchmark’s securities.