Select SDBP

The Select: Short Duration Bond Portfolio has been launched to take advantage of the conditions now being seen in the bond market and not seen since the Global Financial Crisis. This portfolio is designed to meet a cautious investor’s demand for a low risk greater total yield enhancement over and abovethat offered by cash.

KEY POINTS

KEY INFO

OBJECTIVES

Achieve low-risk short term yield-enhancement over that offered by cash

OPTIMISATION CONSTRAINTS

All investments in the mandate are short duration

UNDERLYING SECURITIES

Core: Short duration Investment grade Corporate bonds and UK Government bonds

Satellite: high yield, asset backed securities (ABS) and emerging market debt

COPIA FEE

0.20%

Consumer Duty Materials

The current Target Market and Value for Money statements for this portfolio can be downloaded by clicking on the links below.

Target Market Statement

Value for Money Statement

Find out more about our rigorous process for assessing value for money here

For more information about the Copia Select Short Duration Portfolio range speak to one of our relationship managers by calling 020 4599 6475 or emailing us at [email protected]

Understanding the risks

This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.

Copia Capital Management

Hamilton House, 1 Temple Avenue, London, EC4Y 0HA

T: 020 4599 6475

E: [email protected]

Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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