Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

Strategic Bond Funds

Compare Strategic Bond Funds

Strategic bond funds are funds with the flexibility to invest across the bond market in a range of fixed interest assets, such as government and corporate bonds. Investments in strategic bond funds can range from AAA credit rated government bonds to high yield bonds and emerging market corporate debt. The objective of strategic bond funds may be to pay a level of income, and funds may also aim to achieve some capital growth.

Investing in a strategic bond fund offers investors:

Regular Income - Many funds offer either monthly or quarterly income options. If you invest in an ISA, income can be distributed to you tax free or if you prefer some funds allow you to accumultate the income within the fund by buying more units to provide capital growth.
Diversification - a typical strategic corporate bond fund will invest in 40 institutions or more reducing the risk to investors in the event of a default of a bond issuer.
Potential for capital growth - providing a lower risk than equity investment.
Fund manager expertise - Our select fund range of bond funds have been assessed by an independent research company OBSR and have at least a one star rating and no initial charge.

Growth Select Funds - Strategic Bonds

Fund	Fund Manager Initial Charge¹	Your Saving	Saving On ISA²	AMC³	Income Yield*	Fact Sheet	Apply Now
Invesco Perpetual Monthly Income Plus	0%	5%	£534	~~1.25%~~ 1.05%	7.01%	Factsheet	More Info >
Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.							More Info >
Dynamic Bond Trust	0%	3.00%	£320	~~1.25%~~ 1.15%	5.30%	Factsheet	More Info >
The fund aims to generate an attractive return from fixed income markets investing in investment grade bonds, high yield, gilts and cash and uses derivatives extensively to manage the fund's position and risk profile. See latest fund factsheet for details.							More Info >
M&G Optimal Income	0%	4.00%	£427	~~1.25%~~ 1.15%	4.67%	Factsheet	More Info >
The fund aims to provide a total return to investors based on exposure to optimal income streams in investment markets. The fund invests across a broad range of fixed income assets according to where the fund manager identifies value. See latest fund factsheet for details.							More Info >
Strategic Bond	0%	4.50%	£480	~~1.25%~~ 1.15%	4.42%	Factsheet	More Info >
The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.							More Info >
Strategic Bond	0%	3.50%	£373	~~1.00%~~ 0.90%	4.36%	Factsheet	More Info >
To maximise returns by investing primarily in a global portfolio of fixed and floating rate debt securities. The fund manager aims to outperform cash by an average of 3% pa (net) over the market cycle by investing dynamically across the fixed income sector. See latest fund factsheet for details.							More Info >

*Current Income Yields are Gross, Variable and Not Guaranteed as at 28/02/12 - See Fund Factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

Bonds: To provide the potential for overall returns these funds invest in bonds, also known as fixed interest securities. This is achieved by receiving regular interest on loans to companies or governments. There is a chance the bond issuer could fall into financial difficulty and will not be able to pay the interest or the loan back, which could result in a fall in your investment returns. Bonds can also be sensitive to trends in interest rate movements and if interest rates go up, the returns on your investment are likely to fall as bonds can become less attractive. On the other hand, if interest rates fall, bonds are likely to become more attractive and your investment returns increase.

Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.