Titan Core Credit Fund
Designed as a core fixed income investment, the fund offers cornerstone diversified exposure to global investment grade bonds, with the ability to participate in partial subordination to enhance returns.
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We invest in large household-name companies with strong balance sheets and pick up additional yield in corporate subordinated debt in the US, Europe, and the UK.
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- Peter Doherty, Head of Fixed Income
Our core credit approach
To identify what we believe to be the highest quality issuers across the global corporate bond market, we employ a robust bottom-up fundamental research process. Our aim is to achieve capital appreciation by focusing at least 80% of the portfolio in large cap, investment grade bonds issued by household names such as banks, insurers and utilities. To aid diversification and return potential, between 20-40% of the portfolio will also invest in specific securities such as Corporate Hybrid Capital and subordinated insurance and bank capital. As per the bottom-up approach, the fund will not look to deviate it’s aggregate duration outside of a 3 to 7 year range in order to deliver returns. Investment exposures are fully currency hedged back to Sterling.
Why consider this fund
- The Fund aims achieve capital appreciation and outperform the Fund’s peer group – the IA Sterling Corporate Bond Sector
- A stable, core building block for investors with a medium holding period and who have a low to moderate risk appetite
- Diversification as a key feature of the fund across country, industry and security type
- A focus on large-cap household name companies retaining a preference for regulated industries
Portfolio overview
Focusing on investment grade, quality issuers with low default risk, investing in securities across a company’s capital structure.
The above charts are for illustrative purposes only and are subject to change.
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 participate in bond
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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