ISIN:
GB00B882KH00
IA Sector:
IA Sterling Strategic Bond
Risk level:
FE fundinfo Rating:
3 of 5
Income
Price:
95.3253 GBX
08 May 2026
Last change:
icon-down-small -0.26%
1 year change:
icon-up-small 4.21%
5 year annualised return:
1.62%
12 month yield:
4.55%
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Fund Objective: The Fund aims to provide income with the prospect of some investment growth over the long term (5 years or more). The Fund is actively managed, and invests at least two-thirds of its assets in bonds denominated in sterling (GBP) or euro (EUR). In addition to GBP or EUR denominated bonds, the Fund may invest in bonds priced in other currencies, however all non-sterling bonds are usually hedged back to sterling. The Fund follows a strategic investment approach, allowing for changes to allocation between investment grade and below investment grade corporate bonds, as well as investment in government bonds and bonds issued by international organisations. This approach aims to position the Fund to take advantage of those areas of the bond market that are considered to offer the best return potential. The Fund is permitted to use derivatives for investment purposes. This includes allowing the Fund to profit from the fall in the price of an asset (shorting), as well as extending market exposure beyond the value of its assets (leverage). In addition, derivatives may be used with the aim of reducing risk or managing the Fund more efficiently. Derivatives are sophisticated investment instruments linked to the rise and fall of the price of other assets. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.
| Manager name | Threadneedle Investment Services Limited |
|---|---|
| Manager start date | 01 September 2024 |
| Manager Biography | Alasdair Ross is Head of Investment Grade Credit, EMEA, with responsibility for our UK and European investment grade corporate credit teams based in London. Alasdair is lead portfolio manager across various global, euro and UK corporate credit portfolios including CT (Lux) Global Corporate Bond Fund, CT European Corporate Bond Fund, CT UK Corporate Bond Fund and is also co-manager on CT (Lux) Credit Opportunities.Alasdair’s investment background is as a fundamental, bottom-up, investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitisation sector.Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles.Alasdair has a first-class honours degree in Politics, Philosophy and Economics from the University of Oxford. He also holds the Chartered Financial Analyst® designation. |
| Investment style: | Leveraged,Short Bias,Strategic Investment |
|---|---|
| Region (geographical) | Europe |
| Benchmark | N/A |
|---|---|
| Sector | IA Sterling Strategic Bond |
| FE fundinfo Rating | 3 of 5 |
Fund size: 129,257,514.10 GBX
Chart date: May 8, 2026
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Find out more about responsible investing with Halifax including ESG (Environmental, Social and Governance).
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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