Waverton Sterling Bond P GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.35%
  • 3 Year sharpe1.84
  • 3 Year alpha3.54
  • Distribution Typeincome
  • BenchmarkMarkit iBoxx GBP Gilts TR
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.51%
  • IA Sector£ Strategic Bond
  • Manager GroupWaverton Funds
  • DomicileIreland
  • ISINIE00BGQYPR94

Investment Strategy

The investment objective of the Fund is to achieve capital growth and income through investment in fixed and/or floating rate UK and international government corporate Debt Securities. The corporate Debt Securities in which the Fund invests shall not be from any particular industry sector. The Debt Securities shall be predominantly investment grade rated by an agency such as Moody’s or Standard & Poor’s. The Debt Securities may be denominated in any currency but the Fund will have a minimum exposure of 80 per cent. to Sterling at all times.

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