3. Why a bond manager doesn’t have to like bonds

Ever wonder if low risk investors wished for more excitement in emerging markets? Or is Brexit making you look towards a more low risk investment option? Listen as Paul Smith, manager of Premier Defensive Growth fund, takes us through the strategies that make up his fund. Paul also tells us why a bond manager doesn't have to like bonds...all this and more in this week's 'investing on the go' from FundCalibre.
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Premier Defensive Growth was among the few ‘absolute return funds’ that didn’t disappoint investors when stock markets fell at the end of 2018. So we asked Paul to explain what makes his fund different [jump to 4:55].

Is it the funds strategy? Paul aims to reduce the fund’s sensitivity to market conditions, events like Brexit and unpredictable politicians like Trump, by focusing on five main themes when investing. We take a closer look at each theme [jump to 2:10] and ask Paul to explain why he’s uncomfortable about the outlook for the bond market [jump to 4:04].

Read more about Premier Defensive Growth fund

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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