Skip to content This fund aims to deliver attractive total return by investing primarily in subordinated and capital securities issued by global financial institutions, with currency exposures hedged back to US dollars. It allocates the portfolio across Additional Tier 1 contingent convertibles, Tier 2 subordinated bonds, and other capital instruments issued by global banks and insurance companies, with active credit and capital structure positioning. The strategy employs deep fundamental credit and regulatory research focused on identifying mispriced financial credit opportunities across European, UK, and global financial issuers, with disciplined risk management and active duration positioning. Through specialist financial credit investment emphasizing yield and capital appreciation, the fund provides differentiated exposure to bank and insurance subordinated debt in USD terms, appropriate for income-oriented investors seeking high yield with acceptance of subordination, regulatory, and credit risks. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +4.58% | +4.58% |
| 3-Year Return | +31.93% | +9.67% |
| 5-Year Return | +23.82% | +4.36% |
| 10-Year Return | +84.96% | +6.34% |
| All Time Return | +108.87% | +6.12% |
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