Available share classes: GBP, EUR, USD
Arbion
Sovereign Opportunities
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If you would like to know more about how Signia Invest can help with your investment or financial planning needs, contact our team today.
We’re challenging the market with The Arbion Sovereign Opportunities Fund
Strategy and Holdings
The strategy invests only in high quality investment grade sovereign and supranational bonds.
The fund will always carry a very high quality average credit rating of between AA- and AAA to protect capital and minimise credit risk as much as possible
We focus on combining country selection with yield curve management in order to generate returns in excess of the sterling overnight risk free interest rate
| Features | Cash Deposits | IFSL Arbion Sovereign Opportunities | |
|---|---|---|---|
| AA- Credit Rating |  |  | The fund will always carry an average credit rating of between AA- to AAA. That rating is higher than the majority of UK high-street banks. |
| Inflation Protection | | | Persistently low cash rates on deposit accounts mean an investor’s capital is likely to be eroded by inflation, whereas the Arbion Sovereign Opportunities Fund targets a return of 2% above cash. |
| Diversified Risk | | | Risk is diversified across a number of different governments, countries and underlying securities as opposed to the concentrated counter-party risk of an individual bank. |
| Liquidity | | | The product is highly liquid; you are able to withdraw your funds. Many deposit accounts are fixed for 90 - 120 days. |
| Ring-fenced Securities | | | Cash deposits are vulnerable to a bank’s balance sheet risk, whereas money in the Arbion Sovereign Opportunities is ring-fenced. |
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To understand whether this fund is suitable to you, please seek further investment advice. A Key Investor Information Document and an English language prospectus for the Arbion Funds are available free of charge via the Arbion website www.arbion.com or at www.ifslfunds.com. Investors should consult these documents before purchasing shares in the fund. The information in this document is for general purposes only and should not be construed as any type of solicitation, offer, or recommendation of any investment, engage in any transaction or make use of the services of Arbion. The performance shown above (net of management fees) . Performance is simulated performance based on the funds actual holdings and weighting by the prospectus’s strategic asset allocation. Information in relation to past performance is not an indication of future performance. Any targeted returns set out in this document are provided as an indicator and are not intended to be viewed as a representation of likely performance returns. There can be no guarantee that targeted returns will be realised and there is no guarantee as to the quality of the investment or a representation as to the adequacy of the methodology for estimating returns. The information and opinions enclosed are subject to change without notice. No responsibility is accepted to any person for the consequences of any person placing reliance on the content of this document for any purpose. No action has been taken to permit the distribution of this document in any jurisdiction where any such action is required. Such distribution maybe restricted in certain jurisdictions and accordingly, this document does not constitute, and may not be used for the purposes of, an offer or solicitation to any person in any jurisdiction were such offer or solicitation is unlawful. IFSL are the ACD for the fund, Investment Fund Services Limited is authorised and regulated by the Financial Conduct Authority (ReferenceNo.464193) (www.fca.org.uk). It is registered in England and Wales (Company Registration No. 06110770). Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP. This document has been approved and issued by Arbion Limited, Authorised and regulated by the Financial Conduct Authority FCA Registration No 513138. Registered in England and Wales No 7044573. Registered office One Connaught Place, London, W2 2ET Signia Invest is a trading name of Arbion Limited. |
