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Old Mutual Global Strategic Bond

Ranked 107 out of 113 in - Global over 12 months
All calculations are in GBP

Managed by

Stewart Cowley

Stewart Cowley is a man with many strings to his bow. The multi-talented Cowley is also an accomplished orchestral musician and is the author of six children’s books. Cowley was head of global fixed interest at Invesco Asset Management from 1993-1995 before joining Hill Samuel Asset Management as head of global fixed interest and joint CIO. He was appointed director of investment management (fixed income) at Newton in 2000, and joined Old Mutual Asset Managers in early 2009. He now takes charge of the Old Mutual Dynamic and Global Strategic Bond funds.

Objective

To produce an attractive level of income together with capital appreciation by investing in a diversified international portfolio of fixed and variable rate bond investments, including convertible securities. The fund will vary the currencies in which it invests to enable it to achieve its objective.

Performance

Global over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.6% -2.6% -1.3% 1.3%
2013 -1.2% 4.2% -5.1% -0.6% 0.5%
2012 5.5% 0.6% 3.5% -0.9% 2.2%
2011 3.5% -0.5% -0.7% 5.0% -0.2%
2010 11.4% 5.6% 3.3% 6.1% -3.7%
2009 15.4% -0.7% 3.7% 14.7% -2.2%
2008 25.1% 5.8% -2.1% 3.3% 16.9%
2007 6.8% 1.3% -3.1% 4.2% 4.4%
2006 -4.3% -0.8% -2.5% 1.0% -2.1%
2005 5.4% -0.9% 3.6% 1.8% 0.9%
2004 3.9% -1.5% -1.6% 4.4% 2.7%
2003 6.3% 5.6% 2.7% -1.0% -1.1%
2002 10.9% 0.8% 5.0% 1.3% 3.5%
2001 6.2% 4.0% 0.1% 2.1% -0.1%
2000 12.4% 0.2% 6.1% 0.8% 4.9%
1999 -4.2% -0.3% -2.3% -3.2% 1.7%
1998 13.2% 3.1% 2.5% 2.5% 4.5%
1997 11.9% 0.9% 4.4% 4.8% 1.5%
1996 5.6% -1.2% 2.5% 2.8% 1.5%
1995 5.9% -0.2% 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/11/1991
  • Share Class size77Mn
  • Base currencyGBP
  • ISIN GB00B1XG7L17

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment250

Charges

  • Annual management1.0%
  • Initial investment3.5

Related News

Strategic bonds: flexible friends or flights of fancy?

Opinion is divided over strategic bond funds. While some, such as adviser Steve Price, favour their flexibility and ability to use derivatives, others, such as Architas's Caspar Rock see danger in giving too much latitude.

Stewart Cowley: the coming collapse of the US Dollar, 2013

In his latest column for Wealth Manager, Old Mutual's bond guru explains why he believes the dollar is 'safe for the time being' in a world where it very difficult to find the perfect currency.

Cowley: Cyprus could be Europe's Archduke Ferdinand moment

The flight of money from a troubled Europe into the UK banking system could fire the first shot in a dangerous chain of events.

Old Mutual Global Strategic Bond

Old Mutual's Cowley keeps his finger on the trigger over Europe

Old Mutual Managed fund manager Stewart Cowley says the Cyprus crisis is a reminder for Europe bulls that the eurozone crisis is not over, as he boosts US and Japanese exposure.

Pound faces 'quiet crash' warns Cowley

Old Mutual's veteran bond investor is reducing his sterling exposure, shorting gilts and adding inflation protection.

Stewart Cowley blog: how to solve Italy's bond market mystery

Old Mutual's fixed income star says clearly something is going on behind the scenes and doesn't appear to be political.

Cowley: Japan - a conspiracy wrapped inside an enigma

In an exclusive piece, Old Mutual global bond manager Stewart Cowley hears alarm bells ringing in Japan and believes now could be the time to avoid the yen and short the nation's soveregin bond market.

Stewart Cowley: are inflationists about to seize the day?

In his latest column Old Mutual bond manager Stewart Cowley compares the ECB and Fed to Marmite and jam respectively and analyse the deflationists versus  

Omam's Stewart Cowley on the domino effect of a Greek exit

Greece set for hyper inflated Drachma

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).