Featured Fund Detail

Willis Owen Research Commentary

The primary aim of this Focus 50 fund is to generate income with the potential for some capital growth over time. The fund can invest across the fixed income spectrum but has historically had a bias to corporate bonds. Co-managers John Pattullo and Jenna Barnard are skilled fixed-income managers and have worked together for a long time. Their strategy is unconstrained, looking to add value from asset allocation following assessment of economic and trends. These are married with specific stock analysis with a close regard for valuations. The managers have demonstrated an aptitude for interpreting the drivers of the economic cycle and positioning the portfolio accordingly over time, which has been key to the success of the approach.

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