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Alliance Trust Dynamic Bond B Net Acc

Ranked 18 out of 34 in - Bond Strategies over 12 months
All calculations are in GBP

Managed by

Stuart Steven

Fixed interest specialist Stuart Steven has 11 years' experience in the industry. He started out as an assistant management accountant with RHM in 1988 and then moved to Dawson International, where he was assistant group treasurer. He moved into fund management with Britannic Asset Management in 1994 and headed its corporate bond team during a six-year spell there before Legal and General snapped him up in 2000. He was an associate director of corporate bonds at Legal & General, heading up the corporate bond team. He then moved to Scottish Widows Investment Partnership where he managed a number of fixed interest funds. Stuart now works at Alliance Trust, running the Mmonthly Income Bond Fund alongside Gareth Quantrill. Born in Cumbernauld, Scotland, he earned an accounting degree from Stirling University in 1988 and completed an MSc in investment analysis in 1998.

Juan Valenzuela

Spanish-born Juan Valenzuela has over 10 years of experience in the financial industry. He joined Alliance Trust in 2012 where he is a fixed income investment manager. Valenzuela is based in Edinburgh where he runs the Alliance Trust Dynamic Bond Fund as well as institutional mandates. Before joining Alliance Trust he was fixed income director of absolute return strategies at SWIP, and also spent three years as a yield analyst at JP Morgan. He gained a bachelor's degree in law and a degree in business studies from University Carlos III in Madrid and holds the IMC and CFA Charter. Outside of work he enjoys triathlon.

Daniel Daldry

Objective

Performance

Bond Strategies over : 30/09/2013 - 30/09/2014
  • Rank 18/34 Total Return
  • Rank 13/34 Standard Deviation
  • Rank 16/34 Max Drawdown
Fund Name Loss
14 RWC Core Plus A GBP

Currency exposure is hedged

Currency exposure is hedged

-0.9%

15 Threadneedle (Lux)-Global Opportunities Bond AGH

Currency exposure is hedged

Currency exposure is hedged

-1.0%

16 Alliance Trust Dynamic Bond B Net Acc

-1.1%

17 Julius Baer BF Absolute Return Defender-GBP A

Currency exposure is hedged

Currency exposure is hedged

-1.2%

18 Pioneer Funds Absolute Return Bond I Dis GBP

Currency exposure is hedged

Currency exposure is hedged

-1.2%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% 0.6% 0.0% -0.5%
2013 3.8% 1.0% -0.1% 1.4% 1.4%
2012 1.9% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2012
  • Share Class size20Mn
  • Base currencyGBP
  • ISIN GB00B8DVBJ14

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.6%
  • Initial investment0

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