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The Threadneedle (Lux) European Short-Term High Yield Bond Fund is a total return bond strategy that follows a ‘buy and hold’ approach to exploit opportunities in short maturity European high yield corporates.
Reasons to invest
Attractive risk-adjusted return profile
Managed to short final maturity, rather than duration
Trusted investment team
Fund at a glance
Active, bottom-up, total return approach
✔ Aims to deliver income
✔ Focus on issuer and security selection – less sensitive macro influences
✔ Not managed to benchmark
Conservative risk profile
✔ Lower volatility than European High Yield Market
✔ Managed to final maturity, rather than duration, limiting drawdown and interest rate sensitivity
✔ 80% portfolio in securities with maturity ≤ 4yr, expected duration < 2yr
Experienced team, established proces
✔ Mirrors proven investment philosophy and process of Threadneedle European High Yield Strategy
✔ Delivering our strong High Yield capabilities in a short maturity format
Why take a short-maturity approach?
Read more on the benefits of a short maturity approach in Roman’s viewpoint High Yield Bonds: A mature approach.
In Credit - Weekly Snapshot - July 2020
Gareth Simmons joined the company in 2011 and is currently a portfolio manager and investment analyst in the European High Yield Bond Team. His portfolio management responsibilities include the management of an enhanced ESG (Environmental, Social & Governance) high yield strategy. As a senior investment analyst he also has specific responsibility for the telecom, media and technology (TMT) sectors.
Prior to joining the company, Gareth was a sell-side TMT credit analyst at Morgan Stanley.
Gareth has a BSc (Hons) in Natural Sciences from the University of Durham and he also holds the Investment Management Certificate.
Interest rate risk
Investment in derivatives
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Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.