WHY INVEST IN THE GLOBAL BOND FUND?

Product

The Davy Global Bond Fund predominately invests in investment grade government bonds. However, it may also invest in other fixed income sectors such as government agencies, government guaranteed, municipal, supranational, covered and corporate bonds to aid risk adjusted performance.

The Fund's global mandate increases diversification, and also allows the fund managers to seek out opportunities across a broad geographical investment set.

People

The Fund is co-managed by Oliver Sinnott and Alex Cooney. Oliver has been the lead fund manager of the Davy Global Bond Fund since 2012. They have 14 years’ combined investment experience managing across global and regional benchmarks in both sovereign and corporate bond funds. 

Process

Davy Asset Management uses a robust investment approach which is based around a proprietary Fundamental, Valuation and Technical (FVT) framework. This structured and robust process includes the analysis of a countries credit quality, valuation and geopolitical landscape. 

Performance

Davy Asset Management’s overall aim is to grow our clients’ assets through the application of a consistent and disciplined investment process.

 

 

 

Davy Global Bond Fund Factsheet April 2019
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Q1 2019 Davy Global Bond Fund Update
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Q4 2018 Davy Global Bond Fund Update
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Q3 2018 Davy Global Bond Fund Update
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Q2 2018 Davy Global Bond Fund Update
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