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SVS Brown Shipley Sterling Bond A Inc

Ranked 97 out of 105 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Brennan

Objective

The Fund aims to achieve a high level of income with some potential for long term capital growth, by investing mainly in bonds issued by companies, governments and other organisations (more than 35% of the property of the Fund may be invested in this way) and investments related to shares such as preference shares, convertibles and debentures. The Fund may also make other investments, including shares, other investment funds and cash, deposits and money market instruments.

Showing fund performance in United Kingdom View performance globally
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Performance

Sterling Corporate Bond over : 30/06/2016 - 30/06/2017
  • Rank 97/105 Total Return
  • Rank 15/105 Standard Deviation
  • Rank 22/105 Max Drawdown
Fund Name Currency Return
95 Epworth Affirmative Corporate Bond for Charities GBP

3.5%
96 Invesco UK Investment Grade Bond A Quart Dist GBP GBP

3.3%
97 SVS Brown Shipley Sterling Bond A Inc GBP

3.1%
98 Fidelity Duration 16 Feeder GBP

3.0%
99 UBS (Lux) Bond Fund - GBP P-acc GBP

2.9%
View full league table
Fund Name Currency Risk
13 Fidelity Corporate Bond Master GBP

4.6
14 Fidelity Duration 5 Feeder GBP

4.6
15 SVS Brown Shipley Sterling Bond A Inc GBP

4.6
16 Invesco Perpetual Corporate Bond Acc GBP

4.6
17 BCIF Corporate Bond 1-10 Year L Acc GBP

4.7
View full league table
Fund Name Currency Loss
20 Close Discretionary Bond Income Portfolio A Acc GBP

-3.2%
20 Old Mutual Invesco Perpetual Corporate Bond A Inc GBP

-3.2%
22 SVS Brown Shipley Sterling Bond A Inc GBP

-3.3%
23 Invesco Perpetual Corporate Bond Acc GBP

-3.3%
24 M&G Feeder of Strategic Corporate Bond GBP I Inc GBP

-3.3%
View full league table

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.4% 0.0%
2016 4.6% 1.3% 1.6% 3.5% -1.8%
2015 -2.4% 1.6% -1.1% -1.7% -1.3%
2014 6.3% 2.5% 2.0% 1.0% 0.7%
2013 8.2% 2.8% -0.7% 3.3% 2.7%
2012 17.7% 4.7% -0.1% 7.2% 4.9%
2011 -1.5% 2.0% 0.3% -4.6% 0.9%
2010 5.3% 5.2% -2.1% 3.0% -0.7%
2009 24.8% -3.4% 11.2% 12.0% 3.7%
2008 -11.6% -2.3% -2.3% -1.6% -5.8%
2007 2.9% 0.5% -1.1% 1.7% 1.8%
2006 1.7% 0.0% -0.5% 2.1% 0.1%
2005 6.3% 0.5% 3.1% 1.0% 1.5%
2004 5.4% 0.6% -1.3% 3.2% 2.8%
2003 7.4% 1.7% 4.4% 0.4% 0.9%
2002 7.9% 1.6% 2.4% 3.1% 0.6%
2001 6.2% 2.5% -0.4% 3.0% 0.9%
2000 6.6% 0.3% 1.1% 1.3% 3.8%
1999 -1.6% 1.4% -2.4% -2.2% 1.6%
1998 13.9% 5.1% 0.5% 4.0% 3.7%
1997 17.2% 1.7% 5.3% 6.4% 2.8%
1996 9.1% -3.0% 3.1% 4.0% 4.9%
1995 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/06/1995
  • Share Class size58Mn
  • Base currencyGBP
  • ISIN GB0006930357

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment250

Charges

  • Annual management1.00%
  • Initial investment3.5

Related News

Brown Shipley's Doran given group role in management shake-up

Kevin Doran has been named as parent firm KBL European Private Bankers’ group head of research and strategy.

Brown Shipley: UK democratic deficit will be the key decider of 2015

Kevin Doran, CIO of Brown Shipley, evaluates what's to come in 2015 from expectations for the elections to the BoE losing its independence

Brown Shipley to overhaul fund range

Brown Shipley is planning to revamp its suite of funds later this year in a process that will include the launch of two new products.

AA-rated Doran: Index-linked gilts are a ticking time bomb

Brown Shipley's Citywire AA-rated Kevin Doran says investors are 'panic buying' index-linked gilts and as a result are overpaying for inflation protection.

Brown Shipley and Charteris rated managers clash on gilts

Brown Shipley's AA-rated Kevin Doran has questioned top performing gilt manager, A-rated Ian Williams' view that the end of QE will not necessarily lead to a gilt bloodbath.

Why Brown Shipley won't buy over-subscribed Lloyds Cocos

With reports today suggesting Lloyds is to raise an additional £1.5 billion to meet demand for its Cocos, Brown Shipley's Kevin Doran explains why they should not form part of a bond portfolio.

Where to look for alternatives to gilts

There are opportunities out there for those who are nervous on UK gilts, writes Stephanie Spicer.

What have rated managers learned from the crunch?

Even fund managers who rode out the storm successfully admit that it has left them the wiser, as our exclusive Citywire-rated fund manager survey reveals.

Are index-linked gilts worth their expensive price tag?

Investors are divided over whether the threat of inflation is great enough to lure them to pay the premium now demanded by the index-linked gilt market.

Paul Harwood to run Solus UK Special Situations fund

Brown Shipley’s fund management arm Solus has appointed Paul Harwood to manage its UK Special Situations fund.

...more...

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