SVS RM Infrastructure Bond Fund Class I Income Shares
Fund
ISIN GB00BR104G18 / Valor null
NAV (2025-02-06)
GBP 1.06+0.28%
SVS RM Infrastructure Bond Fund Class I Income Shares
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General Objective
The Fund aims to provide income greater than Sterling Overnight Index Average (SONIA) whilst preserving capital over the medium to longer term (3 - 5 years).
Fund Exposure
The Fund invests at least 80% directly into fixed income securities, including investment grade and sub-investment grade bonds issued by companies operating in the infrastructure sector. It may also invest in other transferable securities, cash and near cash, deposits, money market instruments, investment trusts, and exchange traded funds. Non-sterling exposure will normally be hedged back to Sterling, and there is no particular emphasis on any geographical area.
Risks
The Fund may use derivatives and hedging for efficient portfolio management and investment purposes. The Fund is actively managed, giving the manager discretion over the portfolio composition. Additionally, the Fund is not tracking a benchmark and may have increased cash holdings in times of market instability or overpriced bond markets.