Royal London Global Bond Opportunities Fund Class Z GBP

This well-diversified fund offers a high level of income as well as the opportunity for capital growth. It focuses predominantly on credit markets internationally.

Name
Royal London Global Bond Opportunities Fund Class Z GBP
Manager
Royal London Unit Trust Managers Ltd
Type
Open Ended Investment Company
ISIN
IE00BYTYX230
Sector
£ Strategic Bond
Launched
08/12/2015
OCF
0.5 %
Risk Rating
5
3 Year Sharpe
2.99
3 Year Alpha
5.98
Yield
5.9 %
Benchmark
IA Sterling Strategic Bond
The investment objective of the Fund is to achieve a high level of income with the opportunity for capital growth. The Fund seeks to achieve its investment objective by investing predominantly in non-Sterling and Sterling denominated fixed income securities, as described further below, issued globally, including in Emerging Markets. The Fund seeks to achieve its investment objective by investing its assets in a diversified portfolio of global fixed or floating rate debt securities (rated or non-rated), including investment grade, sub-investment grade or high yield. The Fund may also invest in preference shares.
Holding %
ML 33 Holding AS 5.5% 2.43 %
DigiPlex Norway Holding 2 AS 5.04% 2.42 %
GLH HOTELS LIMITED 7.88% 2.05 %
Credit Agricole S.A. 8.38% 1.87 %
HAVILAFJORD AS 6.37% 1.68 %
867176 Cds Eur P F 5.00000 Cds 20220620 Hsbc S 1.52 %
EI Group Plc 6.38% 1.48 %
Bank of Scotland Capital Funding LP 7.75% 1.43 %
867176 Cds Eur R V 03mevent Cds 20220620 Hsbc L 1.40 %
Groupama Assurances Mutuelles 7.88% 1.24 %
Region %
United Kingdom 100.00 %
Sector %
Financial Services 100.00 %
Name
Royal London Unit Trust Managers Ltd
Address
EC3V 0RL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Rachid Semaoune
Joined 12/08/2015
Eric Holt
Joined 12/08/2015

Eric joined Refuge Assurance’s investment team in 1979, having been initially recruited into the Actuarial department. He has overall responsibility for RLAM’s credit research process and has extensive knowledge of UK corporate bonds, which has been his main focus for twenty years. Eric is a graduate of Nottingham University with a degree in mathematics and is an associate of the Institute of Actuaries.

Data provided by Morningstar.

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