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Alliance Trust SF Corporate Bond SC1

Ranked 33 out of 109 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

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.

Performance

Sterling Corporate Bond over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 6.0% 2.3% 2.4% 1.2%
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 3.9% 0.2% -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 size216Mn
  • Base currencyGBP
  • ISIN GB0030028988

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.0%
  • Initial investment4

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