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 Morningstar OBSR
|Fund Manager||Fund||Fund Manager Initial Charge¹||AMC³||Income Yield*||Select Fund°||Fact Sheet||How to Invest|
|Invesco Perpetual Monthly Income Plus||0%||0.63%||5.25%||Factsheet||Apply Now >|
|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.|
|Legal & General Dynamic Bond Trust||0%||0.60%||5.00%||Factsheet||Apply Now >|
|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.|
|JP Morgan Strategic Bond||0%||0.50%||3.74%||Factsheet||Apply Now >|
|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.|
|M&G; Optimal Income||0%||0.75%||2.31%||Factsheet||Apply Now >|
|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.|
|Kames Strategic Bond||0%||0.75%||2.95%||Factsheet||Apply Now >|
|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.|
*Current Income Yields are Gross, Variable and Not Guaranteed as at 17/10/13 - See Fund Factsheet for details.
³AMC is the Annual Management Charge applied by the Fund Manager.
°Select Fund - Fund - See how our funds are selected
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.