Born in Surrey in 1975, Ian Kenny gained a BSc in Human Geography and an MSc in International Business & Economic Development from the University of Reading. He is a member of the CFA Institute, Chartered Institute for Securities & Investment (CISI) and Association of Chartered Certified Accountants (ACCA). Ian joined Smith & Williamson in September 1997 where he was responsible for unit trust accountancy. He is currently an associate director and manages short dated corporate bond funds.
Fixed Income specialist Christopher Lynas focuses on credit and duration management for his Fixed Interest fund and various segregated portfolios. Born in Northern Ireland in September 1964, Lynas studied Chemistry at Imperial College, London and started out in the City with Hoare Govett in 1986, firstly in the back office and then the dealing desk, before he was promoted to private client manager. In July 1990 he joined Smith & Williamson and is a director at the group.
The investment objective of the Fund is to achieve income returns greater than the UK Base Rate. The Fund will invest the majority of its Net Asset Value in a variety of Sterling, US Dollar and Euro short-dated investment grade corporate bonds of no more than 6 years maturity. The Fund may invest may invest up to a maximum of 30% of its Net Assets in government, agency or Supranational bonds and short-dated Gilts.
Rank 4/9 Total Return
Rank 9/9 Standard Deviation
Rank 8/9 Max Drawdown
|2||Threadneedle UK Short-Dated Corp Bd Inst Inc Gross||
|3||M&G Short Dated Corporate Bond A Inc||
|4||Smith & Williamson Short Dated Corporate Bond A||
|5||Royal London Short Duration Gilts Z Inc||
|6||Aberdeen Defensive Gilt A Inc||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date29/04/2009
- Share Class size09Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. additional investment0
- Annual management1.0%
- Initial investment5