Summary
The Rathbone High Quality Bond Fund, a defensive short-duration bond fund is focused on high-quality credit, taking a disciplined active approach to managing credit and interest-rate risk, with the aim of preserving capital.
Why invest in the High Quality Bond Fund
High credit quality
At least 80% of the portfolio must be invested in bonds with an average rating of A- or above, maintaining a clear focus on high-quality credit.
Short-duration approach
We aim to keep the portfolio's sensitivity to interest-rate movements relatively low, combining a short-duration approach with a focus on higher-quality bonds to help limit drawdowns.
Tried and tested investment process
Our disciplined approach assesses every bond against our ‘Four Cs’ Plus framework (Character, Capacity, Collateral and Covenants).
Truly active
Our active approach draws on research and conviction to inform decisions on bond selection, duration and portfolio positioning.
Low-risk income
The fund aims to provide an attractive yield from a low risk, high quality and liquid portfolio.
While bonds can help reduce the overall risk of a portfolio, they are not risk free. Changes in interest rates, inflation and market conditions can affect the value of investments and the income they generate. Investors may get back less than they originally invested.
Meet the Fund Managers
Stuart Chilvers
Fund Manager
Christie Goncalves
Assistant Fund Manager
Ratings and awards
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