01 April 2011
Fraser Donaldson - Insight Analyst - Funds
The chances are that all well diversified investment portfolios will contain an element of fixed interest exposure. Within the fixed interest asset class, there are several sub-classes. Each has its own characteristics and risk profile and each responds differently to market conditions.
Rather than selecting funds to cover each sub asset class, you may like to consider a strategic bond fund, where it is left to the fund managers to decide on the proportions invested in each sub class.
Scottish Widows Investment Partnership (SWIP), the investment arm of Scottish Widows, launched a strategic bond fund last year, and this case study examines how it runs the fund and the skills they employ.
This free strategic bond funds case study brings to life how diversification and decision-making within the fixed interest asset class can make portfolio management more efficient. It also aims to help you undertake due diligence in this diverse market.
