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THAMES RIVER GLOBAL BOND GBP - Portfolio

Bestinvest rating 4 stars


Asset allocation

thames river global bond gbp asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 93%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 7%

Equity Geographic

thames river global bond gbp equity geographic illustration
Allocation Proportion
UK 44%
Europe 28%
Nth America 28%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

No data available.

Top 10 holdings

No information available.

Equity by sector

No data available.

No information available.

Portfolio details


Targets a minimum 80% exposure to OECD government bonds. Other sovereign debt must be investment grade. Fund can buy TIPS. It can use derivatives to express currency views.

Constraints


There will be no exposure to corporate debt. Maximum ex £ foreign currency exposure 60%.
The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.

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

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