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Alliance Trust SF Corporate Bond SC1

Ranked 25 out of 101 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Rod Davidson

Rod Davidson is a fund manager at Alliance Trust based in Edinburgh. He joined the firm in 2012 and previously was with Aberdeen Asset Management as the global head of bonds. Rod deals in UK corporate bonds, using a strategic income investment style. He graduated from Heriot Watt University with a degree in Economics.

Stuart McMaster

Kenny Watson

Objective

Diversified investment principally in GBP-denominated fixed interest securities issued by corporates, governments and supranational institutions. Limited investment in non-GBP denominated fixed interest securities may be made from time to time. All investments will be expected to conform to our social and environmental criteria.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/12/2014 - 31/12/2015
  • Rank 25/101 Total Return
  • Rank 32/101 Standard Deviation
  • Rank 24/101 Max Drawdown
Fund Name Currency Return
24 Jupiter Corporate Bond GBP

0.8%

25 Alliance Trust SF Corporate Bond SC1 GBP

0.7%

26 Santander Corporate Bond IA Gross GBP

0.7%

27 Aviva Investors Monthly Income Plus SC 1 Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 0.7% 3.4% -3.4% 0.2% 0.7%
2014 10.1% 2.3% 2.4% 1.7% 3.3%
2013 2.1% 1.5% -2.7% 2.5% 0.8%
2012 16.3% 4.6% 1.1% 7.0% 2.9%
2011 4.9% 1.9% 1.1% -1.6% 3.5%
2010 7.8% 5.3% 0.4% 5.6% -3.5%
2009 21.3% -6.3% 12.7% 12.7% 2.0%
2008 -13.8% -6.5% 0.9% -2.7% -6.0%
2007 -0.9% 0.4% -1.9% 0.0% 0.7%
2006 2.7% -0.1% -0.9% 3.0% 0.6%
2005 8.1% 0.6% 3.5% 1.7% 2.1%
2004 8.8% 1.2% -1.0% 4.2% 4.1%
2003 12.1% 2.0% 5.6% 1.5% 2.5%
2002 1.7% -1.8% -1.9% 2.8% 2.6%
2001 -0.5% -1.5% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/02/2001
  • Share Class size328Mn
  • Base currencyGBP
  • ISIN GB0030028988

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment4

Related News

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Alliance Trust Investments has named two recent recruits as co-managers on its fixed income range.

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Aviva manager Chris Higham picks his star performers and explains why bond sector liquidity will probably worsen.

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