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Corporate Bond Strategy

The Corporate Bond Strategy invests in a well-diversified portfolio of largely single-A and triple-B investment grade bond issues, providing a balance of income, security and liquidity. The strategy aims to provide positive total returns and offers the option of either taking or reinvesting income.

 

Key features

The Corporate Bond Strategy is available in sterling, euros and US dollars. Alternative currency options are available on request. The Corporate Bond Strategy does not aim to reproduce a “benchmark” return, but rather focuses on meeting investor expectations.

  • Invests largely in investment grade corporate debt.
  • Diversified portfolio of corporate bonds.
  • Target Yield of 4% – 6%.
  • Ability to phase investments.
  • High degree of personal contact.
  • Annual meetings with professional adviser and client (if required).
  • Transparent fees with institutional dealing.
  • Low Total Expense Ratio.
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Where to start

Interested? Let’s talk

How can we help your clients reach their financial goals? Click the link below.

Contact us

Contact us on 

Jersey: +44 (0) 1534 715 555

Guernsey: +44 (0) 1481 815 555 

Isle of Man: +44 (0) 1624 831 320,

or email as at [email protected]