Select Sector Portfolios Page 1 of 3
The UK Corporate Bond Select Portfolio
Introducing the new UK Corporate Bond Select Portfolio.
The portfolio aims to maximise total returns (the combination of income and increasing value of the investments) through investment
predominantly in investment grade bonds. We’ve engaged the services of OBSR, a well-respected independent research consultant
and ratings agency, to help us select a blend of ‘best of breed’ funds, managed by some of the best managers in the sterling
corporate bond sector.
It aims for second-quartile performance in the ABI Sterling Corporate Bond pension sector.
**The risk rating for each fund is based on its risk relative
to other funds in our full fund range. It’s not its risk
against industry benchmarks. We regularly review the risk
ratings, so they can change. Benefits aren’t guaranteed
and the value of investments may go down as well as up.
†We reserve the right to vary the additional charges.
UK Corporate Bond Select Portfolio
30 September 2009
ABI Sterling Corporate Bond
pension sector median
The current additional disclosable
yearly charges/expenses are 0.75%
ABI Sterling Corporate
Bond pension sector
The table below gives the key fund information.
Reasons to invest
n You’re looking for better returns than you would
get from keeping all your money in a bank
or building society.
n You don’t want the higher risk involved with equity
investments or you want to lower the overall risk
of your portfolio by diversifying into fixed interest.
n You’re more comfortable investing in the corporate
bonds of financially secure, established companies.
n You’re looking for a fund that aims to outperform the
ABI Sterling Corporate Bond pension sector median.
n You prefer not to rely on one manager, but a selection
of the top managers of UK corporate bond funds.
n You may b