Guinness
Guinness Global Dynamic Bond Fund
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Guinness for every strategy.
What it bought and sold
In early August I also added short-dated US Treasury positions, held to provide immediate flexibility to deploy into specific credit opportunities as the month progresses, and to allow duration to be managed opportunistically as conditions change.
We bought Telecom Italia Capital's 7.721% dollar bonds due 2038 on the Fund's first day of trading.
- New positionAA plcAug 2026
Bought on the Fund's first day, these secured notes are whole business securitisation paper issued by the UK roadside assistance group, with a maturity of January 2028.