Rathbone Ethical Bond Fund Institutional Acc
It has a higher income target than other bond funds and has a very good performance record. The fund excludes investments in companies that are involved with: mining, arms, gambling, pornography, animal testing, nuclear power, alcohol or tobacco. All its investments must have at least one positive environmental, social or corporate governance quality.
|European Investment Bank 6%||2.43 %|
|RL Finance Bonds No. 3 plc 6.12%||1.89 %|
|HSBC Capital Funding (Sterling 1) L.P. 5.84%||1.85 %|
|Cooperatieve Rabobank U.A. 6.91%||1.81 %|
|BPCE SA 5.25%||1.77 %|
|Lloyds Bank plc 13%||1.76 %|
|AXA 5.45%||1.73 %|
|HBOS Sterling Finance (Jersey) 7.88%||1.68 %|
|RSA Insurance Group Plc 5.12%||1.62 %|
|Aviva Plc 6.12%||1.57 %|
|United Kingdom||100.00 %|
|Financial Services||100.00 %|
Bryn joined Rathbones in November 2004. He is co-manager of the Rathbone Ethical Bond Fund. Prior to joining Rathbones, he was Portfolio Manager (Assistant Vice President) – Fixed Income at Merrill Lynch Investment Managers. He has over 10 years investment industry experience in equity and fixed income markets and has a BA Honours in Geography. Bryn holds the Investment Management Certificate. He holds the IAQ Merit Award and the IAQ Introduction to Securities and Investments examination. As a footballer, he has represented London Banks against the Marines in the Southern Amateur League, and has played hockey in National Division two.
Data provided by Morningstar.
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