Fund overview and investment objective

The objective of the Fund is to generate positive total returns through a diversified portfolio of fixed interest instruments.

The fund’s main investment features include

• In-depth knowledge of the fundamental and technical influences on bond prices
• A flexible, nimble and innovative process ensures that decisions are implemented swiftly
• Mix of assets between government and corporate bonds as well as active investment policy including use of alternative strategies

Fund’s investment strategy

• Selection of individual bonds combined with a modest allocation to specialist fixed interest funds
• Actively managed to take advantage of opportunities in varying maturity and credit profiles
• Seeking stability, combined with income and the protection of capital

Fund Manager profile

Chris Huelin is the Head of Fixed Interest for Collins Stewart Wealth Management. He has been with Collins Stewart for over two decades. He has been a specialist in fixed interest markets for over 20 years filling various roles including sales, research, trading and portfolio management. He started his career at Coopers and Lybrand.

Richard Pemberton is Secretary of the Fixed Interest Committee. He works as part of the fixed interest team, specialising in managing fixed income portfolios and co-managing the Sterling Fixed Interest Fund. Richard is a Member of the Securities & Investment Institute.