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The objective of the fund is to deliver a greater total return than the IA Sterling Strategic Bond sector, after fees, over any rolling five-year period. The manager aim to deliver this return with a lower volatility than the IA Sterling Strategic Bond sector. To meet the objective, the fund manager will invest in government and corporate bonds, with no restriction on their credit quality. Up to 10% of the fund can be invested directly in contingent convertible bonds. The fund will also use a mixture of specialist funds and direct investment in bonds, with no limits on either.
Name | Title | Since | Until |
---|---|---|---|
Stuart Chilvers | - | 2016 | Now |
Biography | Stuart is the lead fund manager of the Rathbone High Quality Bond Fund. He works with our head of fixed income, Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund as well. Stuart joined Rathbones in September 2017 and was made an Assistant Fund Manager in January 2020, then Fund Manager in January 2022. Previously, he gained three years’ industry experience at Brown Shipley. He graduated from Bath University with a first-class Bachelor’s degree in Mathematics. He is a CFA Charterholder and also holds the CISI Chartered Wealth Manager qualification, having won the CISI Financial Markets & CISI Chartered Wealth Manager Qualification awards at the annual CISI awards in 2016 & 2017 respectively. He was named in the 2018 Citywire Top 30 under 30 investment management awards | ||
Bryn Jones | Portfolio Manager | 2011 | Now |
Biography | "Bryn joined Rathbones in November 2004 and heads up the fixed income team. He has over 25 years’ investment industry experience in equity and fixed income markets. Bryn is a WMA representative and sits on the IA fixed income advisory committee." | ||
Noelle Cazalis | Portfolio Manager | 2016 | 2023 |
Biography | Noelle joined Rathbones in July 2011 and was made manager in October 2018. Before this, she spent some time as a financial analyst for the Bank of France in Paris and five months in Cambodia, where she undertook due diligence on the Cambodian banking sector for the French Embassy. Noelle has achieved two master’s degrees with distinction in 2010, from the University of Montesquieu in Bordeaux - a Magistere of International Finance, and a Master’s in Banking, Finance and Financial Assets Trading. Noelle is a CFA (Chartered Financial Analyst) charter-holder. She was named in the 2016 Citywire Top 30 Under 30 investment management awards. | ||
David Coombs | Head | 2011 | 2019 |
Biography | David heads up the team responsible for managing the Rathbone Multi-Asset Portfolios. He joined Rathbones in 2007 after spending 19 years with Baring Asset Management where he managed multi-asset funds and segregated mandates. His career began with Hambros Bank in 1984 |
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