In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in Sterling denominated (or hedged back to Sterling) fixed interest securities. At any point in time the asset allocation of these funds could theoretically place the fund in one of the other Fixed Interest sectors. The funds will remain in this sector on these occasions since it is the Manager's stated intention to retain the right to invest across the Sterling fixed interest credit risk spectrum.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Dynamic | ||||
| abrdn Strategic Bond | 4 | A flexibly managed, diversified fixed income fund. The managers aim to deliver attractive risk-adjusted returns through a combination of strategic allocation decisions, credit selection and tactical positioning. Within this sector, the fund features in our 'Dynamic' category. | ||
| Artemis Strategic Bond | 4 | A flexibly managed, diversified fixed income fund. The managers aim to deliver attractive risk-adjusted returns by combining a long-term strategic and thematic approach with tactical positioning. Within its sector, the fund features in our 'Dynamic' category. | ||
| Jupiter Strategic Bond | 4 | An unconstrained bond fund, managed flexibly, according to the manager's identification of long-term value. The approach combines the manager's holistic macro views with stock-specific analysis. Within its sector, the fund features in our 'Dynamic' category. | ||
| Legal & General Strategic Bond | 3 | A flexibly managed, diversified fixed income fund. The team aims to deliver a smoother risk-adjusted return experience through an adaptable approach that combines credit allocation with active duration management. Within its sector, the fund features in our ‘Dynamic’ category. | ||
| M&G Optimal Income | 4 | An unconstrained fixed income fund. The fund's flexible mandate allows the manager to invest across the fixed income spectrum according to the economic outlook and the investment opportunity. He is willing to express his views with conviction. Within its sector, the fund features in our 'Dynamic' category. | ||
| High Conviction | ||||
| Invesco Tactical Bond | 3 | An unconstrained, highly flexible bond fund. The managers are prepared to express strong views according to their perceptions of absolute and relative value. In so doing, they are not afraid to stand apart from the crowd. Within its sector, the fund features in our 'High Conviction' category. | ||
| Nomura Funds Global Dynamic Bond | 4 | A globally invested fixed income fund that is managed without constraints with a view to maximising total returns. The flexibility of the mandate permits the use of a wide range of instruments and investment strategies. Within its sector, the fund features in our 'High Conviction' category. | ||
| Total Return | ||||
| Schroder Strategic Credit | 3 | A flexible bond fund whereby the manager seeks to generate income without putting capital at undue risk. The approach is bottom-up, built around a proprietary credit rating process. The manager seeks opportunities in lower-rated bonds, particularly those in the BB to B rated area. Within its sector, the fund features in our 'Total Return' category. | ||
| Income Priority | ||||
| Artemis High Income | 4 | A hybrid fund, whose primary focus is the delivery of an attractive income stream from a large credit allocation, alongside a capital growth element through the equity portion. The fund has a minimum of 80% invested primarily in higher-yielding bonds, together with up to 20% in equities. Within its sector, the fund features in our 'Income Priority' category. | ||
| Invesco Monthly Income Plus | 4 | A monthly income-paying fund that invests primarily in fixed income, but can also hold up to 20% in equities. The approach is value-driven, with the managers prepared to express high conviction views where they see the greatest opportunity. Within its sector, the fund features in our 'Income Priority' category. | ||
| Royal London Sterling Extra Yield Bond | 3 | A fixed income fund that invests across the credit spectrum with a focus upon income delivery. Proprietary credit analysis, combined with the manager's deep market experience, means that opportunities are often sought in structured/securitised bonds and unrated issues, where the fund can benefit from liquidity premium. Within its sector, the fund features in our 'Income Priority' category. | ||
| Diversified, Global Short Duration | ||||
| AXA Global Short Duration Bond | 3 | A conservatively managed strategic bond fund that focuses on short-dated, final maturity date (or call date) bonds of less than five years. The fund is invested flexibly in short-dated opportunities from across the global fixed income spectrum. Within its sector, the fund features in our 'Diversified, Global Short Duration' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
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