S&W adds share classes to Short-Dated Corp Bond

clock

Smith & Williamson has added euro and dollar share classes to its popular Short-Dated Corporate Bond fund.

Director of marketing and sales Nick Hodgson says there has been considerable demand from discretionary investors for additional currency classes in the £190m fund, which is managed by Chris Lynas and Ian Kenny. "Wealth managers are already using the fund to help make their cash and near-cash holdings work harder, and many have said they would like dollar and euro classes for certain clients. We are very pleased to have these new share classes available," Hodgson says. The minimum investments in the new share classes are $400k and €300k respectively, while the AMC is 0.65%.  

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Investment Week unveils FMYA finalists for Technology and Marketing & PR categories

Investment Week unveils FMYA finalists for Technology and Marketing & PR categories

Ceremony on 19 June

Investment Week
clock 12 May 2025 • 1 min read
Partner Insight - Robeco Global Stars: Targeting alpha with high conviction

Partner Insight - Robeco Global Stars: Targeting alpha with high conviction

Robeco
clock 12 May 2025 • 5 min read
Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

Trium Capital's Donald Pepper: Tariff tide reveals those swimming uncorrelated

'Conventional diversification no longer provides adequate protection'

Donald Pepper
clock 30 April 2025 • 4 min read
Trustpilot