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.
Apple Podcast Spotify Podcast

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

This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. 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. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

More Episodes