MoneyAM Fund Centre

Quick Stats

Fund Objective

To generate income and some growth over the long term (5 years or more) by investing in government and corporate bonds issued anywhere in the world. Performance Target: To exceed the IA £ Strategic Bond Sector Average return over 1 year (after charges) and be top quartile over rolling three year periods . The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is however no certainty or promise that they will achieve the Performance Target. It has been chosen as the target as the constituents of the sector have similar aims and objectives.

Fund Managers

Roger Webb

He joined in Investment Industry in 1992. His Main Responsibilities is Managing a number of funds for insurance, pension and unit trust clients. Roger manages a variety of corporate bond funds. Roger joined the fixed income team in January 1996 after spending four years in bond fund management with Norwich Union's Spanish operation, Plus Ultra, where he was responsible for both credit and government bond funds. On his return to the UK he spent 12 months managing gilt portfolios before moving to the corporate bond team in 1997. His earlier experience included working in Norwich Union Investment Management Ltd's venture capital operation. Roger has successfully completed the associate examinations of the UKSIP.Roger has been with Swip since November 2009.