H2O Multireturns N/D GBP fund price, performance, charts and research

Investment Strategy

The H2O MultiReturns Fund (the “Fund”) seeks to outperform Daily Compounded SONIA by 4% p.a. over any 3 year period, before fees are deducted. Up to 100% of the Fund’s assets can be invested directly in bonds and money market instruments issued or guaranteed by governments and companies. These investments can be investment grade and non investment-grade. Investment grade means the asset is given a speculative rating by a rating agency (for example, at least BBB- by Standard & Poor’s Ratings Services or Baa3 by Moody’s Investors Services, Inc.). Non investment-grade means the asset is given a speculative rating by a rating agency (for example, less than BBB- by Standard & Poor’s Ratings Services or less than Baa3 by Moody’s Investors Services, Inc.). Where an investment is not rated, the Investment Manager may assign a rating.