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SVS Brown Shipley Sterling Bond A Inc

Ranked 102 out of 102 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Brennan

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.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.3%
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 size101Mn
  • Base currencyGBP
  • ISIN GB0006930357

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment3.5

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...more...

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