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Royal London Corporate Bond Monthly Inc Trust A

Ranked 31 out of 118 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. Nelson is a highly experienced bond manager and is responsible for managing a range of funds, with a particular emphasis on multi asset portfolios (covering conventional & index linked gilts and credit bonds). Nelson sits with the Government Bond Team and contributes to decisions on duration and yield curve positioning. Nelson is also responsible for the management of the Sustainable Managed Growth and Sustainable Managed Income funds within RLAM’s range of Sustainable funds. Nelson 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 : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1%
2017 7.0% 2.7% 2.0% 0.1% 2.0%
2016 8.2% 1.2% 3.0% 7.6% -3.6%
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 size339Mn
  • Base currencyGBX
  • ISIN GB0033583427

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1

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