The Henderson Strategic Bond fund is flexible in its allocation, using a combination of top down asset allocation across fixed income sectors, geographies and credit ratings together with specific bottom up credit selection. The focus for the fund will be on UK assets but the portfolio will also hold foreign securities, almost exclusively in developed markets. The team benefits from two dedicated desk analysts while the portfolio managers themselves are also heavily involved in the security research and selection process.
John and Jenna are recognised as one of the oldest running strategic bond strategies in the market. We like the fund as they are macro-aware with a flexible mind-set, often having longer running or thematic investment ideas. They focus on assessing downside risk on investments to minimise losses for investors.