Quick Stats

Bid Price - Offer Price -
Mid Price GBX 85.32 Day Change GBX -0.16 (-0.19%)
Price Date 20 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 3.00 %
Total Expense Ratio 0.66 Fund Size 500,500,000.00
Launch Date 06/03/2007 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.60 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.66
ISIN GB0032896242 Min TopUp (£) 500.00

Fund Objective

The investment objective of the Fund is to seek to generate a return greater than the return provided by UK investment grade corporate bonds derived from investment in UK and global securities.

Fund Managers

Vivek Acharya
Vivek is a Portfolio Manager in the Global Bond team based in London. He contributes to the management of a range of global credit and global aggregate strategies. Vivek joined UBS Global Asset Management in October 2011. He previously worked at Western Asset Management from 2005 to 2011. Most recently, he was an analyst and junior portfolio manager, assisting in the running of a range of UK, European and global investment grade strategies utilising cash and synthetic strategies. Vivek holds the Investment Management Certificate (IMC).
Iwan Marais
Iwan is a Portfolio Manager in the Global Bond team based in London. He contributes to the management of a range of global credit and global aggregate strategies. Iwan joined UBS Asset Management in February 2016. He previously worked at SSGA since 2012 where he was the Lead Portfolio Manager for passive Credit, responsible for the management of a broad range of fixed income strategies including Investment Grade, High Yield and Convertible bonds. Prior to SSGA, Iwan spent six years as a portfolio analyst at Western Asset Management, specialising in the Sovereign and Sterling Credit markets. He began his career at Old Mutual Asset Management in Cape Town, South Africa in 2004. Iwan is a CFA Charterholder and a member of the CFA Society of the UK. He has also completed the Investment Management Certificate (IMC).