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

Lloyd Harris

Fund manager & Head of Fixed Income

simon-prior

Simon Prior

Fund manager

Hoy Wan

Fund manager

kishan-paun

Kishan Paun

Assistant Fund manager

anish-shah

Anish Shah

Trader

sean-duff

Sean Duff

Credit Analyst

toby-williams

Toby Williams

Credit Analyst

joe-macland

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