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Schroder UK Corporate Bond C Income

Ranked 69 out of 106 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Alix Stewart

Corporate bond fund manager Alix Stewart currently works at Schroders. Armed with a degree in economics and mathematics from the University of Leeds, Alix began her financial career as an actuarial student at Scottish Mutual. She was appointed senior portfolio manager for corporate bonds at Gartmore in December 2003. She joined Scottish Widows Investment Partnership in January 2006, and later joined UBS. Outside of work, Alix is a keen football fan who counts ‘travelling with the Tartan Army,’ Persian cats and horse riding among her interests.

Objective

The Fund aims to achieve a high income return together with capital growth by investing primarily in fixed income instruments including bonds, notes of fixed and variable interest, preference shares, convertible and other securities issued by government, quasi-government, supranational, bank and corporate entities, and derivative instruments

Performance

Sterling Corporate Bond over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.8% -3.9%
2014 10.8% 2.4% 2.3% 1.9% 3.8%
2013 2.4% 1.9% -2.0% 2.3% 0.2%
2012 13.6% 4.0% 1.1% 5.3% 2.6%
2011 5.0% 1.6% 2.4% -1.0% 2.0%
2010 10.0% 5.3% 1.7% 4.6% -1.7%
2009 11.0% -3.3% 4.9% 7.0% 2.3%
2008 -3.3% -1.8% -3.1% -1.4% 3.1%
2007 2.6% -0.2% -2.3% 2.2% 2.9%
2006 0.1% -0.7% -1.4% 2.7% -0.4%
2005 8.2% 0.2% 4.4% 1.0% 2.4%
2004 5.9% 0.6% -1.6% 3.6% 3.2%
2003 6.6% 1.8% 3.9% -0.2% 0.9%
2002 7.8% 0.5% 2.4% 3.8% 1.0%
2001 6.8% 2.2% -0.6% 3.2% 2.0%
2000 9.8% 1.9% 0.3% 3.0% 4.3%
1999 -0.6% 0.8% -2.1% -1.9% 2.6%
1998 15.5% 3.8% 1.1% 4.1% 5.8%
1997 12.9% 1.5% 4.6% 4.9% 1.3%
1996 7.9% -3.2% 4.4% 3.7% 3.0%
1995 6.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/1999
  • Share Class size59Mn
  • Base currencyGBP
  • ISIN GB0007220584

Purchase Info

  • Min. initial investment25,000
  • Min. additional investment0

Charges

  • Annual management0.8%
  • Initial investment0

Related News

Schroders merges away + rated bond manager’s fund

Alex Smitten's £200 million Cazenove UK Corporate Bond fund will merge with Alix Stewart’s £126 million Schroder Corporate Bond fund.

Cazenove fund charges set to rise following Schroders merger

Cazenove funds will see their ongoing charges rise once the range is moved onto the same platform as acquirer Schroders.

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