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SVS Brown Shipley Sterling Bond A Inc

Ranked 118 out of 119 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Robert Van Kleeck

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

Performance

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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 2.3% 1.4% 0.0% -0.1% 1.1%
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 1.5% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/06/1995
  • Share Class size45Mn
  • Base currencyGBX
  • ISIN GB0006930357

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.5

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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).