Fund Objective

This Fund offers you the opportunity to enjoy regular quarterly income from a socially responsible screened sterling bond fund. We appreciate that investors may require some stability in current market conditions and this Fund could provide the opportunity to diversify your assets.

View on Past Performance

The Amity Sterling Bond Fund has been constructed to provide a good level of income yield with relatively low risk. This has been achieved by using a predominantly 'top down' approach to portfolio construction, with high grade government gilts complemented by a spread of investments in corporate bonds, preference shares, Building Society PIBS and cash.The aim is to provide a balanced and diversified portfolio, with a significant degree of income security. Whilst economic growth is slowing and unemployment rising, the UK continues to suffer from heightened inflationary pressure from high commodity prices and the depreciation of Sterling. As a way of protecting the portfolio against such insidious inflationary risk, the Fund also has exposure to both corporate and UK Government index linked securities.

Fund Details