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AXA Sterling Strategic Bond

Ranked 55 out of 60 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Philip Roantree

Objective

The aim of this Fund is to generate returns by gaining exposure generally to the sterling denominated bond market. The Fund may also invest at the Investment Manager's discretion in transferable securities, derivatives, cash, deposits, units in collective investment schemes and money market instruments. Use may be made of stocklending, borrowing, cash holding, hedging and other investment techniques permitted in applicable Financial Services Authority rules.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% -0.5% -0.3%
2016 10.6% 4.1% 5.1% 5.3% -3.9%
2015 0.3% 2.9% -3.9% 1.9% -0.4%
2014 12.2% 2.2% 1.9% 2.7% 4.9%
2013 -2.6% 0.9% -3.5% 0.9% -0.9%
2012 7.3% 0.3% 2.6% 3.4% 0.9%
2011 14.2% 2.3% 2.4% 4.2% 4.6%
2010 10.0% 3.2% 3.5% 4.2% -1.1%
2009 3.0% -7.0% 4.1% 6.3% 0.0%
2008 -14.6% -4.2% -1.2% -6.0% -4.0%
2007 -0.8% -0.7% -2.6% 1.0% 1.6%
2006 0.0% -1.1% -1.3% 2.9% -0.4%
2005 9.2% 0.8% 4.5% 1.7% 2.1%
2004 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/09/2004
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB00B02Y6M37

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0

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