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Name Description Fund Range Effective Date
Baring Global Bond Trust Objective and name change Old Mutual Wealth's platform 02 Mar 2015
Current Investment Objective & Policy

To achieve long-term capital growth together with income by investing world-wide in securities bearing fixed and variable rate income.

The Manager’s policy is to invest primarily in bonds, including high quality sovereign, supranational or corporate issues rated AA or better and government bonds. There are no formal limits on rating restrictions on the use of government bonds denominated in the local currency of the issuer. Forward currency transactions will be used manage currency risk when consider appropriate. The Manager may also invest in collective investment schemes. It may also use derivatives for efficient portfolio management.

New Investment Objective & Policy

To achieve long term capital growth together with income by investing in government debt, corporate bond and currency markets globally.

The Managers’ policy is to invest primarily in investment grade, sub-investment grade and unrated bonds issued by governments, sovereigns, supranational and corporates in developed and emerging markets. The Fund Manager has the ability to invest in debt securities and any maturity, duration or credit rating (including unrated). Forward currency transactions will be used to gain exposure to currencies and may be used to manage currency risk when consider appropriate. The Manager may also invest in collective investment schemes, cash and near cash, money market instruments and other transferable securities. The Trust may use derivatives for investment purposes as well as for efficient portfolio management.

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Please note: this fund will also be changing name to Baring Strategic Bond

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