Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Henderson Preference & Bond

Ranked 9 out of 57 in - Sterling Strategic Bond over 12 months
All calculations are in GBP

Managed by

John Pattullo

Having graduated from St Andrews University in 1993 with a degree in economics, John Pattullo began his career as an audit supervisor with Price Waterhouse Coopers. After a four-year stint at the accountancy firm, his career took a different path when he joined Henderson Global Investors as a trainee manager. The Edinburgh-born manager’s rise within his new company was rapid. In the ten years he has been involved in fund management he has risen to the position of director of retail credit within the group. Outside of fund management, Pattullo enjoys tennis, and his appreciation of golf seems to be at odds with Mark Twain’s description of the sport being ‘a good walk spoiled’.

Jenna Barnard

Jenna Barnard graduated from Oxford University with a BA degree in Politics, Philosophy and Economics. She started her career with Orbitex Investments Ltd as an inverstment analyst. Jenna joined Henderson Global Investors in 2002 as a credit analyst and assistant portfolio manager. In 2004 she became a credit portfolio manager and in 2005 she took charge of the Henderson Strategic High Yield Bond fund and the Preference and Bond fund alongside John Pattullo. Jenna is currently an associate director of fixed income. She is a CFA Charterholder and an affiliate member of the UKSIP and the Securities Institute.

Objective

To provide a return by investing primarily in sterling denominated preference shares, Government securities, corporate bonds, Eurobonds and other bonds. Where the Fund invests in currencies other than sterling, the Fund will always be hedged at least 80% to sterling in aggregate. The Fund may invest in other transferable securities, money market instruments, derivatives and forward transactions, deposits and units in collective investment schemes

Performance

Sterling Strategic Bond over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.6% 3.2% 2.8% 0.6%
2013 5.2% 1.9% -2.3% 2.5% 3.1%
2012 19.5% 6.0% 2.8% 4.6% 4.8%
2011 -1.3% 3.9% 0.6% -7.7% 2.3%
2010 8.2% 7.3% -5.1% 6.5% -0.3%
2009 31.7% -13.9% 19.2% 19.4% 7.5%
2008 -18.4% -5.2% 2.9% -6.7% -10.3%
2007 0.2% 0.4% 0.2% -0.9% 0.5%
2006 3.3% 0.9% -1.2% 2.5% 1.0%
2005 7.2% 0.7% 3.2% 1.6% 1.6%
2004 9.4% 0.4% 0.0% 3.7% 5.1%
2003 10.4% 0.4% 5.8% 0.7% 3.3%
2002 3.1% 0.8% 1.0% 0.7% 0.6%
2001 8.1% 3.2% 0.3% 1.9% 2.6%
2000 7.2% 0.0% 0.1% 3.0% 3.9%
1999 3.8% 2.5% -0.1% -0.5% 1.9%
1998 17.5% 6.9% 5.2% 1.6% 2.9%
1997 21.4% 4.3% 3.9% 6.0% 5.6%
1996 13.0% 1.6% 3.6% 3.0% 4.2%
1995 4.8% 0.8% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/10/1978
  • Share Class size641Mn
  • Base currencyGBP
  • ISIN GB0007535866

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management1.3%
  • Initial investment4

Related News

Henderson promotes duo to Pattullo & Barnard bond funds

Nicholas Ware becomes co-manager of the Henderson Fixed Interest Monthly Income fund and Rebecca Morris-Charles deputy on the Henderson Preference and Bond fund.

Henderson promotes Barnard, adds to fixed income team

Henderson has promoted fixed income co-manager Jenna Barnard and added another face to the team.

Henderson’s Pattullo: 30-year bond bull market to end within 9 months

Henderson's head of retail fixed income John Pattullo says timing the change will be the ‘biggest call of his career’.

Pattullo slams Deutsche Bank over bond no-call

Deutsche Bank's unprecedented move not to call a ten year Lower Tier 2 bank bond at the normal five-year option point will result in massive reputational damage, say leading figures in the industry.

Henderson's Pattullo calls bottom of bond market

Henderson's bond guru John Pattullo says investors should fill their boots and increase fixed income exposure before the end of the year.

Are corporate bond funds back in vogue?

Is the tide finally turning in favour of corporate bond funds?

New Daily Mail record breathes life into newspaper industry

Mark Twain said that the report of his death was an exaggeration and the newspaper industry could say much the same, particularly the Daily Mail.

Market Tactics: Bonds

The diversity of opinion on the bond market this week shows that there are three sides to every story.

Hendersons puts 7% yield target on new fund

Henderson Global Investors is to launch a new investment company which targets a yield of 7% from a diverse range of fixed income instruments across Europe.

Hendersons outlines new income fund

Henderson Global Investors is planning a multi-asset mandate for a fettered income fund of funds it is to launch this summer.

...more...

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