MoneyAM Fund Centre

Quick Stats

Fund Objective

The fund aims to provide income and capital growth in excess of 3 Month GBP LIBOR (or an equivalent reference rate) (after fees have been deducted) over a 3 to 5 year period by investing in bonds of UK and European companies but this cannot be guaranteed and your capital is at risk. The fund is actively managed and invests at least 80% of its assets in bonds denominated in sterling (or in other currencies and hedged back into sterling) issued by companies in the UK and Europe. The fund may also invest in bonds issued by companies worldwide and by governments, government agencies and supra-nationals. The fund may invest more than 50% of its assets in below investment grade bonds (as measured by Standard & Poor’s or any other equivalent credit rating agencies) or in unrated bonds. 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 derivatives with the aim of achieving investment gains, reducing risk or managing the fund more efficiently. The Fund may use leverage and take short positions.

Fund Managers

Peter Harvey

Peter Harvey joined Cazenove Capital in 2005 and is Head of Credit and manager of the Cazenove Strategic Debt Fund and the Morningstar OBSR Bronze rated Cazenove Strategic Bond Fund. Peter joined from F&C Management Ltd where he had been Head of UK Credit. He is a Director of Cazenove Capital and has 22 years’ experience analysing and investing in corporate debt. Peter graduated with a 2.1 degree from the University of St Andrews.