Royal London Investment Grade Short

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 100.70 Day Change GBX 0.00 (0.00%)
Price Date 2 Dec 2016 Crown Rating
Shares Class Inc. Yield 2.58 %
Total Expense Ratio 0.00 Fund Size 121,173,824.36
Launch Date 07/12/2015 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.20 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BYQTH296 Min TopUp (£) 50,000.00

Fund Objective

The investment objective of the Fund is to provide a return from a combination of income and capital growth by investing in a diversified portfolio of investment grade short dated bonds. The Fund will seek to outperform its benchmark, ML 1-5 year Sterling Non-Gilt All Stocks Index, by 0.25% per annum over rolling three year periods.

Fund Managers

Paola Binns
Paola Binns is a Senior Fund Manager within the Fixed Income team. She joined Royal London in 2007 from Credit Suisse Asset Management and has over 20 years' investment experience.