MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide income with some potential for capital growth, through investment in a diversified portfolio of fixed interest securities. The benchmark for the Fund is a blended return of the iBOXX Sterling Corporate and Collateralised Index and Bloomberg Barclays Pan European High Yield Index ex Financials (Issuer Constrained) Index (the “Benchmark”). 70% of the Benchmark will consist of the iBOXX Sterling Corporate and Collateralised Index and 30% of the Bloomberg Barclays Pan European High Yield Index ex Financials (Issuer Constrained) Index. The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the Benchmark by 0.75% per annum on a rolling 3 year basis, before deduction of fees. The iBOXX Sterling Corporate and Collateralised Index has been selected as an appropriate benchmark as it provides a representation of the returns of securities in the sterling investment grade corporate bond market. The Bloomberg Barclays Pan European High Yield Index ex Financials Index has been selected as an appropriate benchmark as it provides a representation of non-investment grade European corporate bonds. It excludes financial institutions and emerging market bonds. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessd via the following link:

Fund Managers

Alexandra Stewart