Royal London Corporate Bond Z Inc

Willis Owen Research Commentary

Long-standing manager Jonathan Platt has been at the helm of this fund since 1999. Platt asset allocation decisions are driven by the economic outlook, including the funds sensitivity to interest rates, while co-manager Shalin Shah looks after the day to day bond selection. When they have identified the most attractive areas of the bond markets, detailed analysis of individual bond’s terms and structure is undertaken. Whilst 80% of the fund is in agency-rated bonds, the balance may be in opportunities not covered by the agencies with superior return potential.

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