29.09.2021 Views

Investment Principles and Procedures-4

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

28<br />

IA Sterling Corporate Bond<br />

Funds retained on List<br />

<strong>Investment</strong><br />

Style<br />

Fund name<br />

FE Invest<br />

‘Approved List’<br />

FE Invest<br />

‘Crown Rating’<br />

Active BlackRock - Corporate Bond Yes ♕ ♕ ♕<br />

FE Invest ‘Alpha<br />

Manager Rating’<br />

Active Invesco - Corporate Bond (UK) ♕ ♕ Yes<br />

Active M&G - Corporate Bond ♕ ♕ Yes<br />

Active Royal London - Corporate Bond ♕ ♕ ♕ ♕<br />

Passive Vanguard - UK <strong>Investment</strong> Grade Bond Index Yes ♕ ♕ ♕<br />

Passive iShares - Corporate Bond Index (UK) ♕ ♕ ♕ ♕<br />

Funds added to List<br />

<strong>Investment</strong><br />

Style<br />

Fund name<br />

FE Invest<br />

‘Approved List’<br />

FE Invest<br />

‘Crown Rating’<br />

FE Invest ‘Alpha<br />

Manager Rating’<br />

None at this time<br />

Funds removed from List<br />

<strong>Investment</strong><br />

Style<br />

Fund name<br />

Reason<br />

None at this time

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!