Threadneedle UK Social Bond Fund Z Accumulation GBP
|Wellcome Trust Finance PLC 4.75%||3.14 %|
|European Investment Bank 2.25%||3.05 %|
|LCR Finance plc 4.5%||2.96 %|
|Transport For London 2.12%||2.85 %|
|Lloyds Bank plc 2.5%||2.82 %|
|Anglian Water Services Financing Plc 1.62%||2.29 %|
|HSBC Holdings plc 3.03%||2.25 %|
|Electricity North West 8.88%||2.16 %|
|Barclays PLC 0.62%||2.04 %|
|Nationwide Building Society 6.88%||2.03 %|
Simon Bond joined the company in 2003 and has been the portfolio manager of the Threadneedle UK Social Bond Fund since its launch in 2013, as well as the Threadneedle (Lux) European Social Bond Fund launched in 2017. Having previously managed a number of institutional and retail investment grade corporate bond portfolios, Simon now concentrates his focus on managing Columbia Threadneedle’s social bond portfolios and developing other responsible investment strategies across the firm. Simon has 32 years’ experience in the fund management industry, with the last 27 years specialising in corporate credit. Throughout his career, Simon has taken a keen interest in the social investment space and as an analyst the first entity Simon reported on was Peabody Trust and the first sector he covered was housing associations. Simon is particularly passionate about the role of infrastructure in both regeneration and economic growth. Prior to joining the firm, Simon managed £6 billion in his role as the Senior UK Credit Fund Manager for AXA. Simon also worked for GE Insurance as a Portfolio Manager, Provident Mutual as a Fixed Income Analyst and Hambros Bank as an Investment Accountant and Pension Fund Investment Administrator. Simon is a Fellow of the Chartered Institute for Securities and Investment, holds the Investment Management Certificate and the General Registered Representatives Certificate.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.