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Titan Hy

Price: 164.4760GBP

Change: -0.23%

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Titan Hybrid Capital Bond A GBP

Titan Hybrid Capital Bond A GBP

ISIN:

IE00BZ6VKP67

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA Sterling Strategic Bond

Income type:

Accumulation

Price:

164.4760GBP

15 May 2026

Last change:

-0.23%

1 year change:

7.07%

5 year annualised return:

3.55%

12 month yield:

N/A%

Key Investor Information Document (KIID)
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At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Titan Hybrid Capital Bond A GBP
  • IA Sterling Strategic Bond
  • IA Sterling Strategic Bond

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25 31/03/25 to 31/03/26
Titan Hybrid Capital Bond A GBP -3.82% -9.91% 17.39% 10.42% 5.87%
IA Sterling Strategic Bond -2.20% -5.69% 7.18% 4.95% 4.83%
IA Sterling Strategic Bond -2.20% -5.69% 7.18% 4.95% 4.83%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Titan Hybrid Capital Bond A GBP -0.90% 1.76% 7.07% 11.12% 3.55%
IA Sterling Strategic Bond -1.13% 0.79% 5.31% 5.99% 1.73%
IA Sterling Strategic Bond -1.13% 0.79% 5.31% 5.99% 1.73%

Fund Objective: The Fund aims to generate 5% per annum income, net of all expenses, from a hybrid capital portfolio with medium volatility.

Manager name:

Titan Investment Solutions Limited

Manager start date:

31 August 2016

Investment style:

*None

Region (geographical):

Global

Manager Biography:

Peter joined Sanlam Investments UK as Head of Fixed Income in April 2020. He is lead manager of the Sanlam Hybrid Capital Fund, and co-manager of the Sanlam Credit Fund. Prior to Sanlam he was Chief Investment Officer at Tideway where he led the firm’s asset management team and led the portfolio management of Tideway’s in-house UCITS funds. Born in Sheffield, Peter graduated from Oriel College, Oxford in 1988 with a degree in Engineering Science and joined Goldman Sachs’ Fixed Income Currencies and Commodities division (FICC) where he worked until 1996. Peter subsequently held senior positions at Goldman Sachs, Bear Stearns and Bank of America.

Benchmark:

IA Sterling Strategic Bond

Sector:

IA Sterling Strategic Bond

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.67%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: Scottish Widows The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 398,483,319.47 GBP

Chart not available

Chart date: May 15, 2026

Top 10 Holdings

Top 10 Holdings
Security Weight
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Sectors

Sectors
Sectors Weight
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World regions

World regions
Country Weight
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ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.

The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.

Find out more about Scottish Widows’ approach to responsible investments.