The fund seeks to provide a high level of income while also growing investors' capital over time. It invests across a diversified mix of European corporate bonds and dividend-paying shares, giving the managers flexibility to adapt to changing market conditions. By actively allocating between bonds and equities, the team aims to identify the best income opportunities while carefully managing risk.
The portfolio managers can invest where they see the most attractive opportunities in both bonds and equities.
The fund’s risk profile is actively managed.
The team has more than 25 years of experience of managing mixed asset funds.
Managed by a team of three highly experienced portfolio managers, the fund benefits from deep expertise across both fixed income and equities. With each manager bringing more than 25 years of industry experience, the team combines extensive knowledge of European bond and equity markets to identify attractive income opportunities and support long-term growth.
The fund is not constrained by a benchmark, giving the managers the freedom to invest where they see the best opportunities. Asset allocation is adjusted as market conditions change, helping the team balance income potential with risk management.
The portfolio combines European investment grade and high yield bonds with a selective allocation to dividend-paying European equities. This diversified approach aims to provide a high level of income while supporting long-term capital growth.
At the heart of the portfolio are bonds issued by companies with strong fundamentals and reliable cashflows. The equity allocation focuses on businesses with the potential to pay sustainable dividends and can be adjusted as opportunities evolve.
Thomas Moore, Alexandra Ivanova and Oliver Collin each bring more than 25 years of investment experience. Combining expertise across fixed income and equities, they take a flexible, active approach, unconstrained by a benchmark and focused on identifying the most attractive opportunities while carefully managing risk.
We see attractive opportunities for fixed income investing, along with the income and capital growth offered by the European equity market. This is an exciting environment for the management of mixed asset strategies.
Thomas Moore
Fund Manager
Combining bonds and equities can provide a balance of income, growth and diversification. Bonds can help deliver a regular income stream and reduce portfolio volatility, while equities offer the potential for higher long-term returns and capital growth.
The outlook for Europe has improved significantly in recent years. Lower inflation and interest rates, stronger consumer spending supported by rising real wages, and increased fiscal investment have helped create a more supportive backdrop for both European companies and bond markets. As investors reassess the dominance of US markets, Europe is increasingly being recognised for its attractive valuations and improving growth prospects.
Valuation-led investing focuses on identifying high-quality companies and bonds that we believe are undervalued relative to their long-term potential. Using extensive research and independent analysis, we seek opportunities where market prices may not fully reflect fundamental value, with the aim of generating attractive long-term returns for investors.
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