Ultra short dated credit steady returns in a changing rate environment

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To generate income and some growth over the long term (5 years or more) by investing both directly and indirectly in bonds issued anywhere in the world.,Performance Target: To exceed the return of SONIA by 2.50% per annum over rolling five year periods (before charges).,There is no certainty or promise that the Performance Target will be achieved. SONIA is the Sterling Overnight Index Average and is the representative rate for the return on cash deposits.

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Related Articles

Ultra-short-dated credit: steady returns in a changing rate environment

Short-dated credit: finding the sweet spot in a crowded market

November 2025 EMD Review and Outlook: positive performance due to more dovish Fed and weak dollar

What bond markets are telling us about inflation – and what they’re not

Ecuador & Argentina: political resets and bond opportunities