WS Charteris Strategic Bond Fund

This is a UCITS fund specifically designed for a period of rising interest rates. The fund’s top priority is to help preserve capital in a market with a lot of asymmetric risk, with current yields close to 300-year low compared to equities. The fund aims to provide a competitive yield to existing conventional bond funds, with an added potential of capital gains as perpetual floating rate notes (FRN) offset potential losses in the UK gilts. All assets contained within the portfolio are liquid and tradable in the secondary market.