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Henderson Credit Alpha I Gross Acc

Ranked 28 out of 35 in - Bond Strategies over 12 months
All calculations are in GBP unless stated

Managed by

Tom Ross

Norwegian Thomas Ross currently runs the fund Henderson Credit Alpha fund. He describes his investment style as fundamental and invests in his own strategies and uses derivatives obtaining a turnover between a 35-50%. Thomas graduated from Universtity with a degree in biology and holds the Investment Management Certificate and the CFA designation. Away from fund managements his interests are rugby and skiing among others.

Stephen Thariyan

Stephen Thariyan was born in Hampshire, England, in 1966. He studied accountancy at the University of Newcastle before embarking on his career as a trainee accountant at Ernst & Young. He moved to Chevron Corporation as a senior auditor in 1991, before joining Gulf Oil as a business and economic advisor. In 1996, Stephen became director and senior analyst in fixed income credit research at NatWest Markets, and three years later he joined Rogge Global Partners. He assumed the position of head of credit at Henderson, in 2007, and adopts an active investment style with sufficient diversification to ensure liquidity and mitigation of downside risk. He uses bond futures to manage duration and acknowledges that different forms of strategy with in the fund have proved worthy contributors during different terms. Outside of fund management, Stephen lists his interests as golf, shooting, skiing and cinema.

Objective

The Fund aims to generate positive returns by taking directional, relative value, structural and tactical positions in corporate bonds, asset backed securities, preference shares, equities, secured loans credit default swaps, as well as other permitted derivative instruments. The Fund may invest the property in transferable securities, money market instruments, derivatives and forward transactions, deposits and units in collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

Bond Strategies over : 31/03/2015 - 31/03/2016
  • Rank 28/35 Total Return
  • Rank 7/35 Standard Deviation
  • Rank 17/35 Max Drawdown
Fund Name Currency Return
26 Neuberger Berman Global Bd Abs Ret GBP I2 Acc GBP

-2.9%

27 PIMCO Select Unconstrained Bond Ret GBP Acc GBP

-3.6%

28 Henderson Credit Alpha I Gross Acc GBP

-4.1%

29 MLIS Beach Point Div Credit UCITS GBP B Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.3%

30 PIMCO Credit Absolute Return Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

Fund Name Currency Risk
5 PTR-Kosmos-HI GBP GBP

1.8

6 BSF Fixed Income Strat D2RF GBP GBP

1.9

7 Henderson Credit Alpha I Gross Acc GBP

1.9

7 Julius Baer BF Absolute Return Defender-GBP A

Currency exposure is hedged

Currency exposure is hedged

GBP

1.9

9 Ignis Absolute Ret Gov Bond GBP I2 Acc GBP

2.4

Fund Name Currency Loss
15 RWC Core Plus A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

16 HSBC GIF GEM Debt Total Return M1C GBP GBP

-4.5%

17 Henderson Credit Alpha I Gross Acc GBP

-4.7%

18 GAM Star Absolute Return Bond GBP Inst Acc GBP

-4.8%

19 Loomis Sayles Strategic Alpha Bond Fund H-N/D GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.8%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -2.5%
2015 -0.3% 1.5% 0.2% -1.7% -0.3%
2014 0.5% 0.7% 0.5% -0.6% -0.1%
2013 4.1% 1.2% 0.0% 1.3% 1.6%
2012 7.6% 1.4% 2.0% 0.8% 3.1%
2011 0.0% 2.1% 0.3% -2.6% 0.2%
2010 9.6% 6.1% -0.8% 4.1% -0.1%
2009 27.2% -0.1% 12.7% 6.7% 6.0%
2008 -2.8% 0.7% 1.7% -3.3% -1.9%
2007 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Spain
  5. Sweden
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date02/07/2007
  • Share Class size707Mn
  • Base currencyGBP
  • ISIN GB00B1XDHY55

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment10,000

Charges

  • Annual management1.40%
  • Initial investment0

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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).