You are here: Home - Investing - Experienced Investor - News -

Fund of the Fortnight: PFS TwentyFour Dynamic Bond

0
Written by:
08/07/2014
Every fortnight our research experts highlight a fund from their top-rated list. The latest: PFS TwentyFour Dynamic Bond
Fund of the Fortnight: PFS TwentyFour Dynamic Bond

Bond funds have long been popular with more cautious investors, although that does not mean they are immune from risk: as expectations of interest rate rises increase, capital values of bonds are likely to move downwards but income yields rise.

In this environment we therefore favour “strategic bond funds” that have lots of flexibility to invest across the full spectrum of the bond markets in search of decent returns and mitigating risks. One such fund is TwentyFour Dynamic Bond.

TwentyFour is a relatively new London based, fixed income boutique. The senior partners have an average of 20 years’ experience in fixed income markets and have previously traded fixed income securities at leading investment banks.

The small size of the TwentyFour Dynamic Bond fund enables the team to exploit investment opportunities and adopt a more active approach to portfolio management against an illiquid market backdrop. The fund encompasses the team’s best ideas and invests across the full gamut of fixed income including positions in Asset Back Securities. The fund uses derivatives to manage risk.

 

Performance since launch:

twentyfourbondperformance

 

 

 

 

 

 

 

 

 

 

 

Source: Lipper

Jason Hollands is managing director of Bestinvest. 

For more Fund of the Fortnight reviews click HERE.

Tag Box

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

Flight cancelled or delayed? Your rights explained

With no sign of the problems in UK aviation easing over the peak summer period, many will worry whether holida...

Rail strikes: Your travel and refund rights

Thousands of railway workers will strike across three days this week, grinding much of the transport system to...

How your monthly bills could rise as the base rate reaches 1.25%

The Bank of England has raised the base rate to 1.25% as predicted – the fifth consecutive rise in just six ...

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

DIY investors: 10 common mistakes to avoid

For those without the help and experience of an adviser, here are 10 common DIY investor mistakes to avoid.

Mortgage down-valuations: Tips to avoid pulling out of a house sale

Down-valuations are on the rise. So, what does it mean for home buyers, and what can you do?

Five tips for surviving a bear market mauling

The S&P 500 has slipped into bear market territory and for UK investors, the FTSE 250 is also on the edge. Her...

Money Tips of the Week