020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

INSIGHT STERLING CORPORATE BOND - Fund overview

No Bestinvest rating
Find rated £ corporate bond funds


Overview of INSIGHT STERLING CORPORATE BOND

A concentrated portfolio of mainly Euro and Sterling denominated corporate bonds is held to produce a reasonable level of income within a risk controlled framework. An improvement in performance is required for added conviction to our belief in the managers ability.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  £ Corporate Bond
Product type  OEIC
Launched  January, 1995
Size  £32m
Yield 3.8%
Charging basis  Income
Dividends paid  Mar, Jun, Sep, Dec
Bid price(inc) 26.02p 0.08p
Bid price(acc) 55.98p 0.16p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.10%
Total expense ratio 1.23%
Reduction in yield (10yr) 1.33%

Bestinvest says


No information available.

Portfolio

insight sterling corporate bond asset allocation illustration
Allocation Proportion
Equity –
High yield bonds –
Quality bonds 99%
Property –
Commodities –
Hedge –
Fund cash 1%

No data available.

No data available.

View all performance data for INSIGHT STERLING CORPORATE BOND

Investment process


The active approach to this fund involves taking relative positions against the specified benchmark within a risk controlled framework, based on market views considering liquidity, economic and valuation factors. These views are the basis of the investment policy for duration, yield curve and credit positioning, to be considered when reviewing the portfolio's composition. When selecting individual bonds the most important factor to be considered is the industry of the issuing company. Industry prospects are assessed using Porters Five Forces which are power of buyer, power of suppliers, substitutes, barriers to entry and rivalry. They will also consider regulation applicable to the industry in their analysis. The remainder of the stock selection process involves fundamentals analysis via company management meetings and evaluation of current trading levels, looking for bonds that have been oversold in the market. Monitoring systems are used to predict individual bond and sector movements.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.1