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Henderson Fixed Interest Monthly Income - New rating
The Henderson Fixed Interest Monthly Income Fund came about as a result of the merger of the Henderson Extra Monthly Income Fund and Henderson (previously New Star) High Yield Monthly Income Fund on 4 May 2012. This is one of three ‘IA Strategic Bond’ mandates run by John Pattullo and Jenna Barnard, the other two being the Strategic Bond Fund and The Preference and Bond Fund. In terms of comparisons the Strategic Bond has much more of a total return objective (with no income constraint); the Preference & Bond Fund on the other hand is a quarterly income payer but with a remit for the income to vary somewhat in order to manage market risks. The Fixed Interest Income Monthly Income is a monthly income payer that has little remit to run a high cash balance and will be close to fully invested (roughly 5% or less cash) in order to maintain a healthy income stream. It should also be noted that Fixed Interest Monthly Income will tend to have a higher allocation to lower rated credit in order to generate the higher income stream. All three funds have no formal benchmark but will aim to be competitive within the UK Strategic Bond sector.
The fund is awarded a new 3 star rating and will feature on our top-rated funds list - our research team’s premier selection.
Funds may carry different levels of risk depending on the industry sector(s) in which they invest. You should ensure that you understand the nature of any fund before you invest in it.