Overview

The Bond Fund is an actively managed, unconstrained, GBP fixed-income strategy that aims to generate consistent and predictable long term returns through limited investments in high quality GBP income yielding debt securities. The fund will also invest, on a limited basis, in other currencies when the appropriate opportunity is identified.

The reduction of risk and protection of long-term capital is central to the Melville Douglas fixed income philosophy and we adopt a measured risk approach to produce consistent long-term results with reduced volatility and unwanted surprises.

Investor Profile

The fund is suitable for investors seeking low risk investment with a high degree of capital preservation from their capital investment. The recommended investment horizon is 3 years or longer.

Fund Facts

Risk Rating
Moderately Conservative
Benchmark
Pound sterling
Minimum Initial Investment
£ 10000 lump sum
Minimum Additional Investment
£ 1500 monthly

Fund Documents

Fund Documents Type Size
Fund Prospectus PDF Document 4.25 MB Open Download
Annual Reports PDF Document 3.17 MB Open Download
Fund Fact Sheet PDF Document 291.26 KB Open Download

Fund Managers

Karl Holden
Head: International Fixed Interest and Currency Strategy

Risk Profile

Image
income fund gbp

Fund Archive

Fund Fact Sheet