DMS Charteris Strategic Bond Fund
The fund invests primarily in fixed interest securities such as UK Gilts and aims to provide a competitive yield to existing conventional bond funds, while preserving capital. It has the added potential of capital gains with a small exposure to UK blue-chip equities and it invests in perpetual floating rate notes (FRN) to offset potential losses in the UK gilts. All assets contained within the portfolio are liquid and tradable in the secondary market.
Who Might The Fund Appeal To?
Investors who have a requirement to have exposure to fixed interest investments but want to minimise the potential losses in the event of a bond bear market.
- A Charteris managed gilt fund has achieved top of IMA UK Gilt Sector in 2007, 2009 & 2013*
- Morningstar 1 star and FE Quadruple Crown Rated
Source: *Financial Express
Past performance should not be as guide to future performance. All performance information is based on the Institutional Accumulation class unless stated otherwise.
The value of this investment and the income from it can go down as well as up, it may be affected by exchange rate variations, and you may not get back the amount invested.
A comprehensive list of risk factors is detailed in the KIID and the Fund Prospectus and an investment should not be contemplated until the risks are fully considered and understood.
Current tax levels and reliefs will depend on your individual circumstances and details are also contained in the Key features (including the KIID and Principal Prospectus).
If you are unsure of the suitability of this investment, please contact your Financial Adviser.