Pooled Funds
We currently manage 12 active fixed income pooled funds for institutional investors. Our extensive range of fixed income products allows you to create your optimum portfolio. An investment in our funds can be tailored to generate higher returns and also to closer match the duration of your liabilities. Whatever your requirements, we offer an efficient method of diversifying your bond investment.
Core Plus Fund
Our Core Plus product allows our fund managers to take aggressive off benchmark allocations, including exposure to US and Euro corporate bonds, emerging markets and high yield bonds. This fund is aimed at investors seeking higher returns from their fixed income investments.
Enhanced Fund
The Enhanced fixed income fund is benchmarked against the investible universe of sterling investment grade bonds. This fund also have the flexibility to invest in off benchmark allocations of up to 30% of the fund value, therefore providing our fund managers with the potential to deliver returns in excess of our Core fund range.
Core Range
Our Core Funds invest in UK Gilts, UK Credit or Index-Linked Bonds and suitable for investors who wish to adopt a more constrained approach to their fixed income investments.
Pooled Fund Performance Summary
- UK Fixed Income Performance
(PDF 108KB)