1. Objective

    The Sterling Aggregate Bond Fund aims to outperform (after deduction of costs) an index comprising 50% of the FTSE Actuaries UK Conventional Gilts All Stocks Index and 50% of the ICE Bank of America Merrill Lynch Sterling Non-Gilt Index by 0.65% per annum over rolling three-year periods. There is no guarantee that this objective will be achieved over any time period and actual investment returns may differ from this objective, particularly over shorter time periods. 

    The manager believes this is an appropriate benchmark given the investment policy of the Fund and the approach taken by the manager when investing. In addition, the manager believes an appropriate performance comparison for this Fund is the Investment Association Sterling Strategic Bond Sector.

    The value of investments and any income from them may go down as well as up and you or your client may not get back the amount originally invested.
  2. Actual investors imagine 'what if?' Not 'what is'.
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  3. Meet the Manager

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    A predominately sterling portfolio of government and corporate bonds created holistically to represent our best and strongest fixed income investment views. Our sterling aggregate bond strategy is driven by active bond selection based on country and company fundamentals. Our intention is to look across markets, and to exploit anomalies in fundamental values created by investors operating differently from us.