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Fidelity Strategic Bond A Inc

Ranked 38 out of 60 in - Sterling Strategic Bond over 12 months
All calculations are in GBP unless stated

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 Funds investment objective is to achieve a relatively high income with the possibility of capital growth. The Fund will obtain exposure primarily to sterling-denominated (or hedged back to sterling) fixed interest securities. The Fund may invest directly in fixed interest securities or may achieve exposure indirectly through the use of Derivatives. The Fund may also invest in other transferable securities, money market instruments, collective investment schemes, cash and near cash and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Strategic Bond over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 4.2% 1.2% 1.7% 0.4% 0.7%
2016 5.4% 2.8% 2.4% 2.9% -2.7%
2015 -0.8% 3.4% -3.2% -0.7% -0.2%
2014 9.3% 2.6% 3.0% 0.5% 2.8%
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 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 size132Mn
  • Base currencyGBP
  • ISIN GB00B05NC857

Purchase Info

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

Charges

  • Annual management1.00%

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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).