1. With a global opportunity set, we invest in government bonds and currencies, emerging market bonds, investment grade and high yield. 

    All investment strategies have the potential for profit and loss and strategy performance targets are not guaranteed.
  2. FIXED INCOME


    Developed Markets Government Bonds

    Active Gilt Plus
    Benchmark: For example: FTSE Actuaries UK Conventional Gilts All Stock Index (or Long Gilt or Index-Linked Gilt Benchmark)
    Objective: +1.5% p.a. over rolling three year periods vs benchmark

    Active Index Linked Gilt Plus
    Benchmark: For example: FTSE Actuaries UK Conventional Gilts All Stock Index (or Long Gilt or Index-Linked Gilt Benchmark)
    Objective: +1.5% p.a. over rolling three year periods vs benchmark

    Active Long Gilt Plus
    Benchmark: FTSE Actuaries UK Conventional Gilts All Stock Index (or Long Gilt or Index-Linked Gilt Benchmark)
    Objective: +1.5% p.a. over rolling three year periods vs benchmark

    FURTHER INFORMATION

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Emerging Markets Bonds

    Benchmark: JP Morgan GBI-EM Global Diversified (un-hedged)
    Objective: +1% p.a. over rolling three year periods vs benchmark

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Global Credit

    Typical Number of Holdings: 60-80
    Benchmark: Barclays Global Credit Index
    Objective: +2% p.a. over benchmark over rolling five-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    High Yield

    Typical Number of Holdings: 50-90
    Maximum Stock Position: 3% relative, capped at 5% absolute
    Benchmark: ICE Bank of America Merrill Lynch European Currency Constrained Index (HPC0)
    Objective: +1% p.a. over benchmark over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process

    HOW TO INVEST

    More information on our funds can be found on our Funds and Prices page.

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Investment Grade Credit

    Investment Grade Bond
    Typical Number of Holdings: 50-90
    Benchmark: ICE Bank of America Merrill Lynch Sterling Non Gilt Index
    Objective: +0.75% p.a. over benchmark over rolling three-year periods

    Investment Grade Long Bond
    Typical Number of Holdings: 50-90
    Benchmark: ICE Bank of America Merrill Lynch Sterling Non Gilt over 10 years Index
    Objective: +0.75% p.a. over benchmark over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process


    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Sterling Aggregate

    Benchmark: 50% ICE Bank of America Merrill Lynch non Gilt Index, 50% FT-Actuaries All Stock Index
    Objective: +1.5% p.a. over rolling three-year periods

    FURTHER INFORMATION

    > Philosophy and Process


    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

    Strategic Bond

    Benchmark: 70% ICE Bank of America Merrill Lynch non Gilts, 30% ICE Bank of America Merrill Lynch European Currency High Yield Constrained Index
    Objective: +1% p.a. over rolling three-year periods

    FURTHER INFORMATION

    If you'd like further information on how to invest in our range of investment strategies and services, please get in touch.

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