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The Fund is co-managed by Robert Baltzer and Lucy Isles. The investment process involves stock selection, focused on identifying cash-generative companies whose bonds are trading attractively, which produces a high conviction and fairly concentrated portfolio. The focus on company fundamentals, means the fund sometimes underperforms when wider economic factors are driving markets. Stringent monitoring and stress testing, along with a strict sell discipline should serve to minimise exposure to the inevitable default risk in the high yield sector. Company research involves assessment of industry, competitive position/advantage, financial strength and management attitude.
Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.
You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.Analyst Report