Titan Short Duration IG Income Fund
A highly defensive portfolio investing in government and corporate investment Grade (IG) securities to offer investors the opportunity for capital protection and capital appreciation.
"
We invest in AAA and AA liquid securities including Government and Supranationals such as EIB and the World Bank. Capital preservation and liquidity
are priorities.
"
- Peter Doherty, Head of Fixed Income
Our approach
The fund aims to seek out the highest quality of short duration bonds designed with low-risk appetite investors in mind. Targeted at generating a +0.5% return against the Bank of England base rate, we focus on building a portfolio of AAA/AA quality sovereign and multi-national credits and covered bonds. Due to the defensive nature of the securities we select, the fund can be considered as an alternative to holding cash and as a foundational building block of any investment portfolio. Investment exposures are fully currency hedged back to Sterling.
Why consider this fund
- Highly liquid, ultra high-quality portfolio designed to deliver dependable returns and avoid any unexpected upsets
- Predictable returns from a robust, defensively constructed portfolio
- Low volatility and so especially attractive for more risk-averse investors
- Offers a highly rated liquid portfolio with limited volatility and a narrow range of outcomes, all with t+3 settlement
Delivered by an experienced and dedicated team.
With 50+ years of experience – led by Pete Doherty, our team members’ experience and expertise allow us to have a deep understanding of bank, insurance and corporate capital structures. Our long-standing industry relationships with direct issuers and issuer banks give us the ability to navigate the fixed income universe.
Important Information
The Fund is managed by Titan Investment Solutions (TIS), authorised and regulated by the Financial Conduct Authority. TIS is a subsidiary of Titan Wealth Holdings Limited.
Get in Touch
Contact us to find out more.
Important Risks to consider
Investments and the income derived from them can fall as well as rise and you may not get back the amount originally invested. Interest Rate Risk: fluctuations in interest rates will change the value of bonds, impacting the value of the Fund. Generally, when interest rates rise, the value of the bonds fall and vice versa.
Liquidity Risk: some investments may trade infrequently and in small volumes. As a result the Fund manager may not be able to sell at a price close to the last quoted valuation. The Fund manager may be forced to sell a number of such investments as a result of a large redemption of shares in the Fund. Depending on market conditions, this could lead to a drop in the Fund's value.
Credit Risk: the risk that an issuer of bonds will default on its obligations to pay income or repay capital, resulting in a decrease in Fund value. The value of a bond (and, subsequently, the Fund) is also affected by changes in market perceptions of the risk of future default. The risk of default for high yield bonds may be greater. Further information regarding the risks of investing can be found in the Prospectus.
Fixed income funds
Discover more about our range of Fixed Income funds.
| ICAV UCITs V | SRRI Risk Profile |
Max. subordinated debt exposure* |
Max. High yield exposure | Average credit rating | OCF |
| Titan Hybrid Capital Bond Fund | 4 | 100% | 100% | BBB/BB | 0.67% |
| Titan Short Duration IG Income Fund | 1 | 0% | 0% | AAA/AA | 0.30% |
| Titan Core Credit Fund | 4 | 20% | 40% | A/BBB | 0.40% |
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