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Royal London Corporate Bond Monthly Inc Trust A

Ranked 61 out of 97 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Richard Nelson

Richard Nelson joined Royal London Asset Management from The Co-Operative Group when its life, pensions and asset management business was acquired by Royal London in 2013. Richard joined The Co-operative as a trainee actuary in 1994, before moving into asset management in 1997 where he helped run the cash and treasury function from 1999. He has been managing gilts since 2000 and corporate bonds since 2005. Richard qualified as an actuary in 2003 and holds a degree in Mathematics & Statistics from Exeter University.

Objective

The investment aim of the fund is to produce an attractive and consistent monthly income commensurate with long term capital stability.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.2% 3.0%
2015 1.4% 4.2% -4.4% 1.5% 0.4%
2014 10.5% 2.2% 1.9% 2.1% 4.1%
2013 0.0% 2.6% -4.4% 2.1% -0.2%
2012 14.3% 2.8% 1.2% 7.0% 2.7%
2011 3.2% 1.8% 2.4% -3.3% 2.5%
2010 8.9% 5.0% 0.0% 6.2% -2.3%
2009 9.5% -3.7% 3.7% 8.1% 1.5%
2008 -7.7% -3.2% -2.7% -1.4% -0.6%
2007 0.5% -0.2% -2.1% 0.7% 2.2%
2006 -0.1% -0.9% -1.3% 2.8% -0.6%
2005 8.1% 0.5% 4.2% 1.1% 2.2%
2004 7.8% 1.2% -1.0% 3.9% 3.5%
2003 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/09/2003
  • Share Class size331Mn
  • Base currencyGBP
  • ISIN GB0033583427

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment5

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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).