Fund overview and investment objective

The Fund seeks to generate income, together with the potential for incremental capital gains from a portfolio of investment grade bonds and money market instruments, whilst seeking to preserve capital value.

The fund’s main investment features include

• Aim to produce semi-annual gross income in line with cash returns
• Aim to produce positive absolute capital returns
• Focus on capital preservation
• Invest primarily in G10 government issued securities

Fund’s investment strategy

• Generate income, together with incremental capital gains from a portfolio of investment grade bonds

• Actively managed to take advantage of opportunities in varying maturity and credit profile
• Seek to benefit from favourable currency movements by investing in non-sterling bonds and cash balances in foreign currencies

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.

Paul moved to Collins Stewart in 2007 to take up the post of portfolio & fund manager within the Fixed Interest team after 18 years at Kleinwort Benson. He joined Kleinwort Benson’s Investment Management Department in early 1997, after working in the Securities Department, to assist the Head of Fixed Income in the management of captive insurance and fixed income portfolios. Paul became responsible for the day-to-day management of captive insurance and fixed income portfolios in 2004. Paul is a member of the Securities and Investment Institute.