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Schroder Strategic Credit A Acc

Ranked 37 out of 62 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

Managed by

Peter Harvey

Peter Harvey joined Cazenove in 2005. As a director and head of European credit at the group, his responsibilities include credit strategy and management of the Cazenove UK Corporate Bond. Harvey launched his financial career with a three year stint at Lloyds Bank Capital Markets Group before moving on to F&C Asset Management in 1994. He honed his investment skills during his eleven years with the group, running funds that covered emerging market corporate bonds, high yield and distressed debt. Harvey studied management and international relations at St Andrews University and speaks fluent Spanish.

Objective

The Fund aims to generate a total return above Sterling cash interest rates, primarily through a flexible allocation to investment grade bonds, non-investment grade bonds and derivative instruments. The Fund may invest in rated and unrated securities including bonds, notes of fixed and variable interest, preference shares, equities, convertible and other securities issued by government, quasi-government, supranational, bank and corporate entities, and derivative instruments. The Fund may invest in cash, near cash and deposits without limitation.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 30/06/2015 - 30/06/2016
  • Rank 37/62 Total Return
  • Rank 10/62 Standard Deviation
  • Rank 11/62 Max Drawdown
Fund Name Currency Loss
9 Aberdeen Sterling Bond A Ac GBP

-1.3%

10 Rathbones Strategic Bond Inst Acc GBP

-1.3%

11 Schroder Strategic Credit A Acc GBP

-1.4%

12 Invesco Perpetual Tactical Bond Acc GBP

-1.4%

13 Scottish Widows Strategic Income A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.4%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.2% 0.3%
2015 3.0% 2.0% 0.0% -0.4% 1.3%
2014 2.9% 1.7% 0.9% -0.1% 0.3%
2013 4.8% 1.4% -0.9% 2.8% 1.4%
2012 13.4% 5.8% 0.4% 4.1% 2.6%
2011 -1.3% 2.4% -0.3% -4.9% 1.7%
2010 7.7% 4.2% -2.1% 4.9% 0.6%
2009 29.7% 4.2% 9.5% 10.0% 3.3%
2008 -10.5% -1.0% 2.1% -1.1% -10.4%
2007 3.4% 1.7% 1.0% 0.1% 0.5%
2006 1.5% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/04/2006
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00B11DNZ00

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment0

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