Rathbone Strategic Bond Instl Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.46%
  • 3 Year sharpe0.80
  • 3 Year alpha1.2
  • Distribution Typeaccumulation
  • BenchmarkIA Sterling Strategic Bond Sector GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA Sector£ Strategic Bond
  • Manager GroupRathbone
  • DomicileUnited Kingdom
  • ISINGB00B6ZS2486

Investment Strategy

The objective of the fund is to deliver a greater total return than the IA Sterling Strategic Bond sector, after fees, over any rolling five-year period. We aim to deliver this return with a lower volatility than the IA Sterling Strategic Bond sector. To meet the objective, the fund manager will invest in government and corporate bonds, with no restriction on their credit quality. Up to 10% of the fund can be invested directly in contingent convertible bonds. The fund will also use a mixture of specialist funds and direct investment in bonds, with no limits on either.

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