Threadneedle Strategic Bond to make use of derivatives

clock

Threadneedle has altered the investment policy of its £406m Strategic Bond fund to allow the use of derivatives for investment purposes.

Managed by Barrie Whitman, the fund aims to achieve a total return through income by investing in UK and European fixed interest securities, including government bonds, investment grade credit and high yield debt. As of 1 December, Whitman is able to use derivatives and forward transactions to help achieve the fund’s investment objective and enhance returns. “Fixed income markets have continued to develop and they now feature more complex instruments and investment strategies. In parallel, funds investing in these markets have also continued to evolve,” Whitman said. “We believe th...

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 Bonds

Almost all investors and wealth managers plan to increase high yield focus in next two years

Almost all investors and wealth managers plan to increase high yield focus in next two years

Stock market correction expected

Sorin Dojan
clock 07 July 2025 • 1 min read
Global ESG backlash has not eroded demand for UK green bonds

Global ESG backlash has not eroded demand for UK green bonds

This year's auctions oversubscribed

Sorin Dojan
clock 03 July 2025 • 4 min read
Federated Hermes launches Global Short Duration Bond fund just as asset class booms

Federated Hermes launches Global Short Duration Bond fund just as asset class booms

Responding to ‘increased investor demand’

Eve Maddock-Jones
clock 25 June 2025 • 2 min read
Trustpilot