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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets in Sterling denominated (or hedged back to Sterling), Triple BBB minus or above corporate bond securities.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Flexible | ||||
| Fidelity MoneyBuilder Corporate Bond | 4 | A diversified investment grade corporate bond fund. The approach is relatively conservative and there are clear guidelines with regard to relative duration positioning and the allocation to non-investment grade credit. Within its sector, the fund features in our 'Flexible' category. | ||
| Legal & General Active Sterling Corporate Bond Plus | 4 | A diversified investment grade bond fund that aims to provide an attractive level of income, paid monthly. The approach is risk aware, with the managers aiming to deliver returns in an incremental fashion compared to the index. The fund features in our ‘Flexible’ category | ||
| M&G Corporate Bond | 4 | A diversified investment grade bond fund with a relatively conservative mandate. The approach combines macro-economic analysis with proprietary credit research. Within its sector, the fund features in our 'Flexible' category. | ||
| Dynamic | ||||
| BlackRock Corporate Bond | 4 | An investment grade corporate bond fund with a flexible mandate. The approach typically incorporates a range of investment strategies, including off-benchmark opportunities. Within its sector, the fund features in our 'Dynamic' category. | ||
| M&G Strategic Corporate Bond | 4 | A flexibly managed investment grade bond fund. The approach combines macro-economic analysis with proprietary credit research. Within its sector, the fund features in our ‘Dynamic’ category. | ||
| Premier Miton Corporate Bond Monthly Income | 4 | An actively managed corporate bond fund where the managers focus upon higher quality bonds issued by stable, investment grade companies. Within its sector, the fund features in our 'Dynamic' category. | ||
| TwentyFour Corporate Bond | 3 | A diversified investment grade bond fund with a strong focus on credit selection. The manager seeks to generate attractive relative performance, whilst also ensuring the fund retains the basic characteristics of the investment grade bond asset class. Within its sector, the fund features in our ‘Dynamic’ category. | ||
| High Conviction | ||||
| Artemis Corporate Bond | 4 | A relatively concentrated portfolio of global investment grade corporate bonds managed in a pro-active and flexible manner. The portfolio may include off-benchmark positions in high yield, government bonds and cash. Within its sector, the fund features in our ‘High Conviction’ category. | ||
| Invesco Corporate Bond | 4 | A flexibly-managed investment grade bond fund. The approach is value-driven, with the managers prepared to express their high conviction views on the value available in different parts of the corporate bond market. Within its sector, the fund features in our 'High Conviction' category. | ||
| Specialist Credit, Investment Grade Bias | ||||
| Royal London Corporate Bond | 4 | An investment grade bond fund managed with a strong focus upon credit selection. The approach emphases the team's specialism in identifying structured / securitised bonds and unrated issues. Within its sector, the fund features in our 'Specialist Credit, Investment Grade Bias' category. | ||
| Investment Grade Credit, Short Duration | ||||
| AXA Sterling Credit Short Duration Bond | 3 | A conservatively managed investment grade bond fund that focuses on the short-dated, final maturity date (or call date) of less than five years segment of the market. Within its sector, the fund features in our 'Investment Grade Credit, Short Duration' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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