MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide income with the prospect of some investment growth over the long term. It looks to outperform the iBoxx Sterling Non-Gilts 5+ Years Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least two-thirds of its assets in investment grade corporate bonds with a remaining maturity of 5 years or more. The Fund may also invest in other bonds (including below investment grade corporate bonds, and government bonds) when considered appropriate to achieve its investment objective. The bonds selected are denominated in sterling (or hedged back to sterling, if a different currency) and issued by companies anywhere in the world. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate. The iBoxx Sterling Non-Gilts 5+ Years Index is regarded as an appropriate performance measure of sterling- denominated investment grade bonds with a remaining maturity of 5 years or longer issued worldwide, but excluding bonds issued by the UK government (gilts). It provides a suitable target benchmark against which Fund performance will be measured and evaluated over time

Fund Managers

John Hampton

John Hampton joined the company in 2016 as a Senior Investment Grade Insurance Portfolio Manager. Based in London, John will be responsible for managing investment grade credit portfolios for Columbia Threadneedle Investments’ European insurance clients and will work with the Global Insurance team to develop its proposition and grow its assets under management.  John joins from Aviva Investors where he was Head of Sterling Investment Grade Credit and led the integration of Aviva Investors and Friends Life Investments Corporate Bond teams. At Aviva Investors, he managed investment grade portfolios that spanned both Aviva & Friends Life client bases. Prior to this John was Head of Credit at Friends Life Investments and held similar senior roles at Liverpool Victoria Asset Management. John has a degree in Mathematics from the London Metropolitan University.