Portfolio Fund Detail

Willis Owen Research Commentary

Paul Causer and Michael Matthews are one of the most highly regarded bond teams in the industry. The fund can invest without constraints on sector weightings while up to 20% of the portfolio can be in high yield bonds. Outllook on the broader economy are taken into account when they build the portfolio but do not drive bond selection which is a result of detailed company research and valuations. The high conviction strategy means the funds performance is likely to differ from its benchmark returns.

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