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The Daily Telegraph - Your Money - - FRONT PAGE -

OCF 1.25pc, share class Z

Ris­ing in­ter­est rates threaten the re­turns bonds can of­fer. In such an en­vi­ron­ment, which we are now in, “strate­gic” bond funds – which have the free­dom to in­vest in a range of op­tions, from gov­ern­ment bonds to higher-risk cor­po­rate ones – are a good op­tion. Ex­perts view this fund, which in­vests glob­ally, as best-in-class. It is man­aged by a team of former bond traders and yields 4.5pc. OCF 0.8pc, share class I Many of the above port­fo­lios hold gold, but this ex­change-traded fund of­fers a sim­ple way to add ex­po­sure. OCF 0.39pc, share class n/a

This spe­cial­ist in­fra­struc­ture trust in­vests in health­care prop­er­ties, with the ma­jor­ity of its build­ings oc­cu­pied by the NHS and the Ir­ish equiv­a­lent. Only 20pc of its leases have less than 10 years to run, so it has a clear view of its fu­ture in­come stream.

The trust trades at a hefty 13pc pre­mium, al­though this has fallen dra­mat­i­cally. As al­ways, watch for dips to buy, but with a 7.6pc yield this may be a rare in­stance where a pre­mium is palat­able. OCF 3.47pc (in­clud­ing per­for­mance fee) share class n/ a

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