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Fidelity Strategic Bond A Inc

Ranked 30 out of 58 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

Ian Spreadbury

Ian Spreadbury earned a BSc in Pure & Applied Mathematics from the University of North Wales in 1972 and went on to gain an MSc in Mathematical Statistics from Sussex University in 1976. Immediately after he graduated, Spreadbury worked as an actuary for various employers before he moved into fund management with Legal & General in 1985. He joined Fidelity in 1995 and brings a cautious and long-term approach to the funds he runs which include the Fidelity Extra Income, Fidelity Moneybuilder Balanced and Fidelity Moneybuilder Income unit trusts along with a broad selection of offshore and institutional portfolios.

Objective

The Fund's investment objective is to achieve a relatively high income with the possibility of capital growth from a portfolio primarily invested in sterling-denominated (or hedged back to sterling) fixed interest securities. Derivatives and forward transactions may also be used for investment purposes. NB: Derivatives may also be used for efficient portfolio management purposes.

Performance

Sterling Strategic Bond over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 5.7% 2.6% 2.7% 0.2%
2013 1.9% 1.5% -2.2% 1.6% 1.0%
2012 12.6% 2.9% 1.4% 4.7% 3.0%
2011 6.0% 0.9% 1.0% 0.6% 3.4%
2010 10.0% 4.9% 1.3% 4.8% -1.3%
2009 20.3% -0.3% 8.7% 9.1% 1.7%
2008 -2.1% -1.3% -1.8% 0.4% 0.6%
2007 2.8% -0.7% -2.4% 2.7% 3.3%
2006 0.3% -0.6% -1.8% 3.3% -0.6%
2005 6.5% 3.3% 0.8% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Guernsey
  3. Ireland
  4. Jersey
  5. United Kingdom

Fund Info

  • Launch date18/04/2005
  • Share Class size345Mn
  • Base currencyGBP
  • ISIN GB00B05NC857

Purchase Info

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

Charges

  • Annual management1.0%
  • Initial investment3.5

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