The Tideway Managed Bond Account targets a 7% p.a. after fees return yet it has no direct stock market exposure. Your money is not tied up and the investment qualifies as an ISA or SIPP investment.
Too good to be true? No, it’s just that investing directly in corporate bonds is rare in the UK and normally the preserve of institutional investors. Now private investors can get access to them from as little as £10,000.
By gathering all our investors’ contributions each month and investing them en bloc, we get institutional pricing on bond purchases. So even after the 3% initial charge and the 0.95% annual management fee, we are confident in providing an annual return of 7% or more.
We select what we consider to be safe, high yielding corporate bonds, issued by household companies such as BUPA, Standard Life and Lloyds TSB. The average purchase price for bonds is below par, which presents an opportunity for medium term capital growth.
Through our partnership with Selftrade, a leading online stockbroker, we are able to operate with very low dealing charges, of just £7.50 per trade. We would actively manage your Managed Bond Account at Selftrade on a discretionary basis.
To get the ball rolling simply
Read the case for investing in bonds and share views on the Tideway Investment Partners Blog
The value of the investment and the income from it can fall as well as rise. Past performance is not a guide to the future and you may not get back the value of your initial investment. Managed bond Accounts are currently available via SIPPs, ISAs and direct dealing accounts with a leading stockbroker. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. Make sure you understand all the risks before investing. The information in these web pages represents the views and opinions of Tideway and does not constitute individual investment advice. If you have any doubt about the suitability of these investments please consult an appropriately qualified investment advisor.
