Portfolio Fund Detail

Willis Owen Research Commentary

Long-standing manager Jonathan Platt has been at the helm of this fund since 1999, as well as establishing and heading up the succesful fixed interest franchise at Royal London. Platt takes particular responsibility for making economic decisions including the funds sensitivity to interest rates while co-manager Shalin Shah looks after the day to day management. When they have identified the most attractive areas of the bond markets, detailed analysis of individual bonds terms and structure is undertaken. While 80% of the fund is in agency rated bonds, the balance may be in less well researched opportunities with superior return potential.

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