FIXED INCOME
We start every day with a blank sheet
It’s amazing what you can do with a blank sheet of paper
FIXED INCOME
Across our range of fixed income funds, the investment team start every day with a blank sheet of paper; they are focused on optimising each portfolio, scouring the markets for mis-priced opportunities with the aim of generating marginal gains for investors. Each fund is actively managed. The team believes that an active trading strategy drives strong long-term performance.
THE TEAM

Lloyd Harris
Fund manager & Head of Fixed Income

Simon Prior
Fund manager

Hoy Wan
Fund manager

Kishan Paun
Assistant Fund manager

Anish Shah
Trader

Sean Duff
Credit Analyst

Toby Williams
Credit Analyst

Joe Macland
Credit Analyst
STRATEGIES IN BRIEF
- Monthly income, paid as interest distributions
- Invested across investment grade, financials and subordinated paper of investment grade issuers
- Can invest across all economic sectors, regions and markets
- Global diversification, with typically 80 to 140 issuers
- Managed by Lloyd Harris & Simon Prior since launch in September 2020
- Visit the fund page to find out more
- Monthly income, paid as interest distributions
- Focus on high quality, stable, sterling denominated investment grade bonds
- Typically 80 to 170 issuers
- Managed by Lloyd Harris & Simon Prior since August 2020
- Visit the fund page to find out more
- Monthly Income, paid as dividend distributions
- Offshore fund, invested across investment grade, high yield & government bonds
- Global diversification, with typically 80 to 140 issuers
- Managed by Lloyd Harris & Simon Prior since launch in February 2025
- Visit the fund page to find out more