In its tenth year, under Fund Manager Bryn Jones, the fund continues to return top quartile performance over 1, 3 and 5 years (Source Financial Express to 31.10.2014)*. This recurring growth story has delivered high yield while managing capital preservation.
Social Bonds are a strong theme within the portfolio, and the manager has been recently adding good quality issues following strong inflows to the fund. Duration has been recently reduced, and the current positioning of the fund is in anticipation of rate rises next spring/summer.
For more on how the manager’s strategy is shaping in coming months for the close of 2014 into the New Year register for our webcast. Put your questions to Bryn in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am