MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to provide a return, from a combination of income and capital growth over the long term. Performance target: To outperform the IA Sterling Strategic Bond sector average, after the deduction of charges, over any 5 year period. The Fund invests at least 80% of its assets in a global portfolio of bonds of any quality, including high yield (non-investment grade) bonds, issued by governments or companies. Where investments are made in assets in currencies other than Sterling, the Fund will seek to hedge at least 80% of those assets back to Sterling to largely remove the risk of currency exchange rate movements. In certain market conditions, the Fund may invest more than 35% of its assets in government bonds issued by any one body. The investment manager may use derivatives (complex financial instruments), including total return swaps, with the aim of making investment gains in line with the Fund’s objective, to reduce risk or to manage the Fund more efficiently. The Fund is actively managed with reference to the IA Sterling Strategic Bond sector average, which is based on a peer group of broadly similar funds, as this forms the basis of the Fund’s performance target. The investment manager has complete freedom to choose individual investments for the Fund and to vary allocations between different types of bonds.

Fund Managers

John Pattullo

John Pattullo is Co-Head of Strategic Fixed Income at Janus Henderson Investors. He manages and co-manages a range of strategic fixed income strategies and funds meeting different client needs globally. Mr. Pattullo joined Henderson in 1997 as a trainee manager in corporate bonds and was head of the Strategic Fixed Income Team from 2009 until 2015 when he became Co-Head with Jenna Barnard. Prior to Henderson, he spent four years as a chartered accountant at PricewaterhouseCoopers. Mr. Pattullo has an MA (Hons) in economics from the University of St. Andrews. He is a member of the Institute of Chartered Accountants of Scotland (CA) and an associate member of the Society of Investment Professionals (ASIP). He has 27 years of financial industry experience.

Jenna Barnard

Jenna Barnard is Co-Head of Strategic Fixed Income at Janus Henderson Investors, a position she has held since 2015. She manages and co-manages a range of strategic fixed income strategies and funds meeting different client needs globally. Jenna joined Henderson in 2002 as a credit analyst and was promoted to portfolio manager in 2004. Prior to this, she worked as an investment analyst with Orbitex Investments. Jenna graduated with a first class BA degree (Hons) in politics, philosophy, and economics from Oxford University. She holds the Chartered Financial Analyst designation, is a member of the Society of Technical Analysts, and is an Affiliate Member of the UK Society of Investment Professionals. She has 19 years of financial industry experience.

Rebecca Young

Rebecca Young is a Portfolio Manager on the Strategic Fixed Income Team at Janus Henderson Investors. She joined Henderson in 2009 as part of the graduate scheme and later began working for the Strategic Fixed Income Team in 2010, first as an analyst, then as assistant fund manager, and currently in her present role. Rebecca received a Master of Mathematics degree from the University of Bath. She holds the Chartered Financial Analyst designation and passed the STA diploma exam to become a member of the Society of Technical Analysts. She has 11 years of financial industry experience.