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Fund Manager Name Head of fixed income and fund manager We aim to deliver a greater total return than the Investment Association (IA) Sterling Corporate Bond sector, after fees, over any rolling five-year period.
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David Harrison We aim to deliver a greater total return than the FTSE World Index, after fees, over any five-year period.
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Investment objective
We aim to deliver a greater total return than the Investment Association (IA) Sterling Corporate Bond sector, after fees, over any rolling five-year period. Total return means the return we receive from the value of our investments increasing (capital growth) plus the income we receive from our investments (interest payments). We use the IA Sterling Corporate Bond sector as a target for our fund's return because we aim to achieve a better return than the average of funds that are similar to ours.
Investment Strategy
When picking our investments, there are three assessments we make. First, we look at the economic environment to determine which industries we want to own and the duration of our investments. Then we use the Four Cs Plus approach to evaluate creditworthiness. We assess:
- Character: Whether a company's managers have integrity and competence
- Capacity: Ensuring a company isn't over-borrowing and has the cash to pay its debts
- Collateral: Are there assets backing the loan, which reduces the risk of a loan
- Covenants: These loan agreements set out the terms of the bond and restrictions on the company
- Conviction: The Plus: We think differently to the market; sometimes contrarian, sometimes sceptical o orthodox thinking, but always opinionated
Meanwhile, Rathbone Greenbank, an ethical research division of our company, assesses potential investments against positive and negative social and environmental criteria. Finally, we compare prices to determine the best value bonds to include in our fund.
Why buy fund
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FUND SNAPSHOT
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In Conversation February 2023
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In Conversation September 2022
Multi-Asset Webcast | May 2025
Join Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios, for his next webcast on Wednesday 14 May at 10.00 am.
1 min
Ethical Bond Webcast | April 2025
After a period of volatility in risk markets, Bryn will give his views on the outlook for rates and credit markets and will go into how the Washington whack-a-mole politics are creating very short-term volatility.
1 min
Review of the week: Negotiating a trade war
Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.
6 mins
Review of the week: Gloves off?
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
6 mins
