Rathbone Ethical Bond I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.47%
  • 3 Year sharpe0.70
  • 3 Year alpha0.99
  • Distribution Typeaccumulation
  • BenchmarkIA Sterling Corporate Bond
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.66%
  • IA Sector£ Corporate Bond
  • Manager GroupRathbone
  • DomicileUnited Kingdom
  • ISINGB00B77DQT14

Investment Strategy

The objective of the fund is to deliver a greater total return than the IA Sterling Corporate Bond sector, after fees, over any rolling five-year period.To meet the objective, the fund manager will invest at least 80% of our fund in corporate bonds with an investment-grade rating (AAA to BBB-). The remaining 20% of the fund is invested in corporate bonds with a credit rating below BBB- or with no rating at all. Up to 10% of the fund can be invested directly in contingent convertible bonds.

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