AI Pre-Annuity Fixed Interest Fund UK Institutional Accumulation Units

The AI Pre-Annuity Fixed Interest Fund focuses on high-quality long-term bonds denominated in British pounds, with at least 80% invested in investment-grade Sterling bonds from both companies and government issuers. Half of the portfolio is allocated to longer-dated UK government gilts to align with the duration needed for annuities, while the other half is invested in corporate bonds to boost the fund’s yield. Additionally, the fund may include other bonds, investment funds, derivatives, and cash to achieve specific market exposures and effectively manage risks.