Rudolf Wolff Global Income Fund (UCITS)

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Accepted via lump sum portfolio bonds with all Life Companies & Fund Platforms (including OMI, RL360, Investors Trust & Hansard).

Rudolf Wolff Global Income Fund – Dublin UCITS

On the 1st September 2017, Rudolf Wolff launched the Rudolf Wolff Global Income Fund as a Dublin UCITS to continue the successful five-year track record generated by the Rudolf Wolff Income Fund.

The objective is to satisfy those investors looking for stable annual income with underlying capital appreciation from a regulated Fund and are seeking higher income than is currently available from traditional deposits.

Key Points

  • The Fund invests in a diversified pool of high-yielding corporate bonds and preference shares issued in the main by listed large-cap institutions, and asset-backed securities. All the Fund’s investments are listed on at least one major exchange.
  • The Fund aims to deliver a gross income (ex-capital appreciation), of 5.5% annually, either paid in semi-annual instalments or reinvested in the Fund at investors’ discretion.
  • The Fund’s assets can be denominated in a number of different currencies but are predominantly in GBP, USD and EUR. Currency exposure across non-GBP assets is hedged back into GBP and non-GBP share classes are hedged back into their base currencies on a rolling monthly basis.
  • The Fund may take on a limited amount of leverage via derivatives and may invest in large-cap high-yielding equities, but currently exercises neither of these options.
 
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