Rathbone High Quality Bond Fund S Inc

The fund aims to preserve capital and generate income by delivering a total return greater than the Bank of England's Base Rate + 0.5% over any rolling three-year period. This total return includes both capital growth and income from investments, with the goal of outperforming UK savings accounts.

At least 80% of the fund is invested in government and corporate bonds with high credit ratings (A- and above). Up to 20% of the fund can be allocated to investment grade bonds with lower credit ratings (BBB+ to BBB-) or no rating, as well as contingent convertible bonds. The portfolio is primarily focused on sterling bonds or overseas assets hedged back to sterling, with active management to align with the fund's investment objective.

Investors should be aware that their capital is at risk when investing in this fund. The fund's performance may deviate significantly from its benchmark over shorter periods, making it unsuitable for those planning to withdraw their investment within three years. It is designed for investors with a basic understanding of bonds who are willing to hold their investment for longer periods and can tolerate potential capital losses.

https://www.rathbonesam.com/uk/financial-adviser/fixed-income/rathbone-high-quality-bond-fund