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Henderson Sterling Bond

Ranked 71 out of 108 in - Sterling Corporate Bond over 12 months
All calculations are in GBP

Managed by

Philip Payne

Philip Payne was born in St Asaph, North Wales in 1977. He attended Nottingham Trent University where he gained a BA in financial services. Philip started his career in 2000 at Henderson Global Investors where he started as a trainee bond dealer. In 2002 he became a junior fund manager and quickly climbed the ranks to become a fund manager in 2003. Philip currently manages a number of funds at Henderson New Star, including the Henderson Long Dated Credit Fund. He is a CFA Charterholder. Outside of fund management, Philip enjoys tennis, rugby and football.

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

To achieve a high and stable income. The fund will invest principally in sterling denominated fixed interest securities including preference shares, concentrating on investment grade corporate bonds.

Performance

Sterling Corporate Bond over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 6.7% 2.1% 2.3% 2.1%
2013 0.3% 0.8% -2.5% 2.1% -0.1%
2012 13.3% 1.3% 2.0% 6.0% 3.5%
2011 7.8% 1.5% 2.0% 0.9% 3.3%
2010 14.6% 9.1% 1.1% 5.7% -1.6%
2009 28.9% -19.1% 26.4% 20.2% 4.9%
2008 -28.5% -6.7% 1.4% -9.4% -16.6%
2007 0.5% 0.3% -1.4% 0.6% 0.9%
2006 2.1% 0.2% -0.5% 2.1% 0.2%
2005 7.0% 1.0% 3.2% 1.1% 1.6%
2004 8.1% 1.1% 0.4% 3.2% 3.3%
2003 8.6% 0.6% 5.6% 0.2% 2.0%
2002 9.7% 2.4% 2.1% 2.8% 2.1%
2001 5.6% 3.1% -0.2% 2.8% -0.2%
2000 8.6% 1.5% 1.4% 1.7% 3.7%
1999 1.2% 1.2% -1.6% -1.6% 3.3%
1998 21.1% 6.5% 4.7% 3.6% 4.8%
1997 24.2% 4.1% 6.1% 5.7% 6.4%
1996 14.2% 1.4% 3.1% 3.8% 5.3%
1995 2.3% 0.5% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/04/1988
  • Share Class size590Mn
  • Base currencyGBP
  • ISIN GB0007033870

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment10,000

Charges

  • Annual management1.3%
  • Initial investment4.25

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