RW Global Income Fund

Following on from the success of the (Bermuda domiciled) RW Income Fund and by popular European demand, Rudolf Wolff launched its Irish (UCITS) domiciled fund on the 1st September 2017. The fund invests in the same underlying investments as the Bermuda fund and aims to provide investors with an Income of 5.5% from investments in Corporate Bonds, with underlying potential of capital appreciation. The Fund invests in a weighted portfolio of income bearing financial bonds, issued by banks, insurance groups, building societies and other value corporate debt. The Fund is designed to produce an attractive rate of income whilst maintaining the underlying asset value of investment.

It may possibly suit those of your clients who are looking for higher returns than are currently being offered by standard banks or building society deposit accounts. The income is distributed semi-annually, at the end of May and November and Investors may elect to have the income or accumulation shares. The original Bermuda, fund has demonstrated consistent outperformance since its launch with low volatility. Rudolf Wolff Limited is authorised and regulated by the Financial Conduct Authority (FCA).

Key Characteristics

Share Class Table

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