DEFINITION
- Invested 50% in direct bonds and 50% invested in funds for growth
- 50% of the portfolio will typically be invested in predominantly Sterling-denominated government bonds and investment grade corporate debt.
- The remainder will be invested in funds focused on specialist areas such as high yield and emerging market debt on a best-of-breed basis.
- Quarterly payout of income.
- Yield is driven by our asset allocation and will fluctuate over time.
RATINGS
WHY INVEST
- Exposure to funds will ensure a greater level of diversification.
- Flexible asset allocation to manage the risk/return profile.
- The whole fixed income universe is examined to find the best investment opportunities.
- Very few managers of funds of this type have the bond experience and the ability to overlay macro and fund selection and the expertise of Rathbones.
* All prices displayed above are for income units/shares. View detailed prices and performance here.