MUZINICH ENHANCEDYIELD SHORT TERM HEDGED GBP G
A blended portfolio of short dated investment grade and high yield bonds.
ANNUAL MANAGEMENT CHARGE
Prices as at 05 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||Global Mixed Bond|
|Dividends paid||June, December|
|Standard Initial Charge||1%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.45%|
|Ongoing Charges Figure||0.47%|
The fund will invest the majority of its assets in investment grade securities such as corporate bonds rated BBB-/Baa3. At all times invest at least 60% of its Net Asset Value will be invested in investment grade securities. The investment team's process focuses on bottom up fundamental credit analysis with an emphasis on a company's financial credit worthiness and covenant terms. The fund only invests in cash bonds, no derivatives are used in the portfolio management process. The asset allocation decision between quality and high yield bonds is driven by fundamental analysis and valuation factors.
Past performance is not a guide to future performance. View full risk warning