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OEIC

Dynamic Bond Fund

Managed by Guinness Asset Management LtdPart of MI Twentyfour Investment Funds
Latest factsheet
Jul 2026
Fund size
Yearly charge
0.60%
Manager fee
Income yield
Holdings
28
Launched
13 Jul 2026

The investment objective of the Fund is to provide a total return for investors through a combination of income and long-term capital growth.

Craig Veysey (Manager)

Top holdings · top 10: 49.20%

#HoldingWeight
1US Treasury7.40%
2Italy6.70%
3Germany6.70%
4France6.60%
5EDF4.10%
6Energy Transfer3.90%
7Centrica3.80%
8Vodafone3.80%
9UK Gilt3.30%
10Petrobras2.90%

Portfolio breakdown

Sector
Government30.70%
Insurance17.20%
Energy12.50%
Banking11.30%
Utilities10.70%
Communications6.60%
Consumer, Cyclical2.90%
Industrial2.80%
Technology2.80%
Consumer, Non-cyclical2.00%
Cash0.60%
Geography
United Kingdom44.20%
Europe ex UK32.50%
North America17.10%
Latin America5.60%
Cash0.60%

Share classes

ClassISINSEDOLTypeHedgedManager feeYearly chargeMinimum
Y EUR Hdg AccIE000A6DTAL5accYes0.63%
Y EUR Hdg DistIE000ZEG6Y35incYes0.63%
Y GBP Hdg AccIE000MOJ87C0accYes0.63%
Y GBP Hdg DistIE000TX36GA3incYes0.63%
Y USD AccIE000PWKC9L5accNo0.60%
Y USD DistIE0005SARBE3incNo0.60%

Source factsheets

MonthPublished by the managerRead on
Jul 2026View original factsheet ↗20 Aug 2026
FCA reference 1052070 · Check this fund on the FCA register ↗
Figures are read from the manager’s own published factsheet and may lag the market. Past performance is not a guide to future returns, and your capital is at risk. This is information, not advice.