FP Brown Shipley Sterling Bond A Inc
Managed by
Kevin Doran
Kevin Doran is one of the growing ranks of managers who have come to fund management having studied Mathematics and Theoretical Physics at university. Having used these skills to design and develop the statistical framework used in the management of the IFDS Brown Shipley (formerly Solus) MultiManager range, Doran now uses both macroeconomic and credit specific analysis for his main retail vehicle, the IFDS Brown Shipley Sterling Bond fund. A Liverpudlian educated at his home town university, he has worked for Brown Shipley during his time as a fund manager.
Objective
The aim of the FP Brown Shipley Sterling Bond Fund is to offer investors a “Risk Conscious Route to Income”.The fund achieves this objective by generating a highly competitive level of income, whilst seeking to preserve capital over the medium term. In tandem, the fund aims to deliver a low volatile experience for unit holders. Specifically, the fund is mandated to be amongst the top decile of income generators within the Investment Management Association (IMA) £ Corporate Bond sector, whilst seeking to preserve capital over the course of a complete interest rate cycle.
Performance
-
Rank 95/106 Total Return
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Rank 6/106 Standard Deviation
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Rank 3/106 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 93 | IWI Fixed Income Portfolio A Inc | 6.6% |
|
| 94 | Alliance Trust Monthly Income Bond A Acc | 6.6% |
|
| 95 | FP Brown Shipley Sterling Bond A Inc | 6.3% |
|
| 96 | Invesco Perpetual Corporate Bond Acc | 6.3% |
|
| 97 | Invesco Sterling Bond A Acc GBP | 6.2% |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 1 | Rathbone Ethical Bond Acc | -0.1% |
|
| 2 | Allianz UK Corporate Bond A | -0.1% |
|
| 3 | FP Brown Shipley Sterling Bond A Inc | -0.1% |
|
| 4 | BCIF Corporate Bond 1-10 Year L Acc | -0.2% |
|
| 5 | AXA Sterling Credit Short Duration Bd R Acc Net | -0.2% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2014 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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
- United Kingdom
Fund Info
- Launch date26/06/1995
- Share Class size87Mn
- Base currencyGBP
-
ISIN GB0006930357
Purchase Info
- Min. initial investment3,000
- Min. additional investment250
Charges
- Annual management1.0%
- Initial investment3.5