Royal London UK Government Bond Fund

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Royal London UK Government Bond Fund M Acc

Category GBP Government Bond



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

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arrow-up0.00p (+0.00%)

Fund Code

ROVMA

B881TW5

GB00B881TW52

Prices updated as at 19 Apr 2024
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Prices in GBX

Investment objective
The Fund’s investment objective is to achieve a total return over the medium term, which should be considered as a period of 3–5 years, by predominantly investing in UK government bonds, also known as gilts. At least 80% of the Fund will be invested in UK Government bonds, which are fixed-income securities issued by the UK Government, also known as gilts.

Our view

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The investment objective of the Royal London UK Government Bond Fund is to maximise total investment return (income and capital growth) over the medium to long term by investing mainly in UK government bonds. The fund is led by Paul Rayner and Craig Inches.

The performance boils down to three main factors: GDP growth, inflation and central bank interest rates. Rayner and Inches make 36-month forecasts for these three variables across the G-10 countries. From this data they estimate the future path of bond yields and position their portfolio accordingly.

The managers believe in conducting ‘stock-specific’ research, scrutinising individual bonds poised to benefit from market anomalies.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.