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FP Brown Shipley Sterling Bond A Inc

Ranked 6 out of 109 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

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 investment objective of the sub-fund is to achieve a high and stable current income, with some potential for long-term capital growth by investment in a portfolio of fixed interest securities primarily issued by UK companies, including convertibles, preference shares, loan stocks, debentures and other fixed and permanent interest bearing shares issued by building societies. More than 35% of the property of the sub-fund may consist of Government and other public securities issued by any one issuer.

Performance

Sterling Corporate Bond over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.9% 2.5% 2.0% 0.3%
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 5.4% -0.3% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/06/1995
  • Share Class size90Mn
  • Base currencyGBP
  • ISIN GB0006930357

Purchase Info

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

Charges

  • Annual management1.0%
  • 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 GBP).