Skip to content This fund aims to deliver attractive risk-adjusted total return by investing primarily in investment grade securities issued by global financial institutions, with currency exposures hedged back to US dollars. It allocates the portfolio across senior and subordinated investment grade debt issued by global banks and insurance companies, with active credit and capital structure positioning focused on the investment grade segment of financial credit. The strategy employs deep fundamental credit and regulatory research focused on identifying attractive investment grade financial credit opportunities across European, UK, and global financial issuers, with disciplined risk management and active duration positioning. Through specialist investment grade financial credit investment emphasizing yield with credit quality discipline, the fund provides focused exposure to high-quality bank and insurance debt in USD terms, appropriate for income investors seeking financial sector credit with reduced subordination and credit risks. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +3.07% | +3.07% |
| 3-Year Return | +25.93% | +7.98% |
| 5-Year Return | +14.22% | +2.69% |
| All Time Return | +28.91% | +3.86% |
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