We offer a wide range of active fixed income pooled funds for institutional investors. This allows you to select a fund with your required risk/reward profile. We have summarised our more popular funds below.
Core Plus Fund
The Core Plus Fund is an active fixed income fund benchmarked against the iBoxx Sterling Overall Index. This is an aggregate UK index comprising of both corporate and government bonds of all maturities. The Fund has the flexibility to take aggressive off-benchmark allocations. The performance target of this Fund is benchmark +1.50% (gross) annualised over rolling 3 years.
UK Corporate Bond Fund
The UK Corporate Bond fund invests principally in Investment Grade Corporate Bonds, and has flexibility to invest in UK Government Bonds, Overseas Bonds (hedged) and High Yield Bonds.
Long Core Plus Fund
The Long Core Plus Fund is an active fixed income fund benchmarked against the iBoxx Sterling Overall Over 15 Year Index. The Fund has the flexibility to take aggressive off-benchmark allocations. The performance target of the Fund is benchmark +1.25% p.a. annualised over rolling 3 years.
UK Long Corporate Bond Fund
The UK Long Corporate Bond Fund invests in a wide range of sterling-denominated investment grade bonds with maturities of 10 years or over.
Kames Absolute Return Bond Fund
The Kames Absolute Return Bond Fund aims to generate positive absolute returns over a rolling 3-5 year period irrespective of market conditions.
By combining traditional fixed income vehicles and derivatives, the Fund aims to achieve its performance target within strict risk parameters and with a low level of volatility. The Fund should sit at the low end of the fixed income risk spectrum.