Rathbone Strategic Bond Instl Acc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.58%
  • 3 Year sharpe0.53
  • 3 Year alpha-0.08
  • Distribution Typeaccumulation
  • BenchmarkIA Sterling Strategic Bond Sector GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.79%
  • IA Sector£ Strategic Bond
  • Manager GroupRathbone
  • DomicileUnited Kingdom
  • ISINGB00B6ZS2486

Investment Strategy

The objective of the Fund is to focus on achieving a total return comprised of a regular above average income coupled with medium to longer term capital growth from a diversified portfolio of predominantly Sterling denominated (or hedged back to Sterling) fixed interest and other bond instruments, including gilt edged and other sovereign stocks, corporate bonds, convertibles, preference shares, permanent interest bearing shares. Typically, approximately 50% of the value of the Fund will be exposed to such securities through investment in other collective investment schemes.

Latest news

Currently there for this fund. Visit our news hub for other news .