Royal London Short Duration Credit Fund M Inc

Name
Royal London Short Duration Credit Fund M Inc
Manager
Royal London Unit Trust Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00BD050949
Sector
£ Strategic Bond
Launched
07/11/2013
OCF
0.32 %
Risk Rating
1
3 Year Sharpe
2.25
3 Year Alpha
2.40
Yield
3.7 %
Benchmark
ICE BofAML 1-5Y Sterling Non-Gilt TR GBP
The Fund seeks to maximise investment return through income but with some capital growth over the medium to long term. To achieve this objective the Fund will invest predominantly in UK short dated corporate fixed interest securities. The Fund may also invest in other debt securities such as UK corporate bonds with longer maturities, non-UK corporate bonds, floating rate notes, government and public securities and money market instruments, and also in other transferable securities, cash, near cash and collective investment schemes.
Holding %
Co-Operative Bank plc 4.75% 1.58 %
Delamare Finance Plc 5.55% 1.44 %
Equity Release Funding (No2) 5.88% 1.39 %
DBB Jack-Up Services A/S 8.5% 1.12 %
Housing Securities Ltd 8.38% 1.08 %
Equity Release Funding (No.5) PLC 1.21% 0.98 %
First Hydro Finance plc 9% 0.95 %
Gosforth Funding 2018-1 Plc 1.33% 0.94 %
EI Group Plc 6.88% 0.90 %
Scot Amer Inv 0.89 %
Region %
United Kingdom 59.68 %
Eurozone 13.47 %
United States 13.17 %
Sector %
Financial Services 18.94 %
Industrials 13.04 %
Consumer Cyclical 12.36 %
Consumer Defensive 12.00 %
Technology 10.08 %
Healthcare 8.49 %
Basic materials 6.69 %
Energy 6.03 %
Communication Services 5.36 %
Name
Royal London Unit Trust Managers Ltd
Address
EC3V 0RL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Paola Binns
Joined 11/08/2013

Paola Binns is the lead manager for the Royal London UK Long Corporate Bond Pooled Pension Fund.She has developed a strong track record across a wide range of bond asset classes having held a number of roles specialising in European corporate bonds,government bonds and Emerging Market debt.

Data provided by Morningstar.

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