Statistics* published recently by the Investment Management Association (IMA) show that Strategic Bonds remain the best selling retail sector. The Strategic Bond sector has now topped the charts for five months running.
However, investors should be aware there are many ways to buy Strategic Bonds, each with differing costs, so it is important that investors explore the market carefully to ensure they are getting the right bond at the right price and not over-paying.
Alliance Trust Savings offers access to a range of Strategic Bond funds through its i.nvest platform. The i.nvest platform rebates 100% fund commission back to a customer's account whether that be a SIPP, ISA or dealing account. By discounting the initial charge and paying 100% commission rebates, Alliance Trust Savings offers Strategic Bond funds at some of the best prices available in the UK.
Below is a list of just some of the Strategic Bonds currently available through the Alliance Trust Savings i.nvest platform and the relevant AMC and rebates that apply.
|
Fund
|
Initial Charge
|
AMC
|
Rebate
|
|
AEGON Strategic Bond fund
|
0%
|
1.25%
|
0.50%
|
|
Henderson Strategic Bond fund
|
0%
|
1.25%
|
0.625%
|
|
Invesco Perpetual Tactical Bond
|
0%
|
1.25%
|
0.50%
|
|
Invesco Perpetual Monthly Income Plus fund
|
0%
|
1.25%
|
0.50%
|
|
Legal & General Dynamic Bond Trust
|
0%
|
1.25%
|
0.50%
|
|
M&G Optimal Income
|
0.50%
|
1.25%
|
0.50%
|
|
Standard Life Strategic Bond fund
|
0%
|
1.25%
|
0.625%
|
As well as offering competitive fund prices Alliance Trust Savings currently has a number of special offers which make its product wrappers even better value than normal. New Select SIPP** customers will not incur an annual SIPP administration charge until February 2012.
There is the added bonus that the standard transfer in fee of £50+VAT is being waived for both new and existing customers. Investors must apply before 29 July 2011 to benefit from these terms. The offers don't stop there as new dealing accounts opened between now and 31 July 2011 will have two free online deals credited to their account (must be used by 31 October 2011) and as always the account comes with no annual administration charge or inactivity fee. Investors who open an ISA before 31 July 2011 will also have two free online deals credited.
Malcolm Dodds, Head of Platform Development at Alliance Trust Savings commented:
"As we have seen from the recent IMA statistics, Strategic Bonds remain the preferred choice of investment vehicle for many investors. However, whilst the bonds themselves can be purchased through a variety of ways, investors should be aware that the purchase and ongoing costs can vary widely between providers so it is important to shop around to make sure they are not paying over the odds. By holding Strategic Bond funds within a SIPP or ISA wrapper there is the added advantage that investment returns from the funds are sheltered tax efficiently which is crucial in a low interest rate environment.
"By offering 100% fund commission rebates investors can be confident that Alliance Trust Savings is offering them the best possible price whether that be for Strategic Bond funds or for the various other funds we have available."
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