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

Henderson Strategic Bond

Ranked 12 out of 58 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 in higher yielding assets including high yield bonds, investment grade bonds, government bonds, preference shares and other bonds. The fund may also invest in equities.

Performance

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

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 5.1% 3.0% 2.6% -0.6%
2013 5.1% 1.7% -2.2% 2.4% 3.2%
2012 19.2% 6.2% 2.7% 4.3% 4.8%
2011 -0.9% 3.8% 0.4% -7.2% 2.4%
2010 6.2% 5.7% -5.0% 6.4% -0.6%
2009 33.9% -5.6% 15.3% 16.3% 5.8%
2008 -12.1% -4.0% 3.1% -7.0% -4.4%
2007 1.8% 1.2% 0.9% -0.7% 0.4%
2006 6.0% 2.0% -0.3% 2.6% 1.5%
2005 9.3% 1.1% 3.3% 2.9% 1.7%
2004 11.5% 0.5% 0.2% 4.5% 5.9%
2003 17.2% 2.6% 6.7% 2.2% 4.8%
2002 -0.1% -0.2% -0.3% -2.9% 3.4%
2001 7.1% 5.7% -0.8% -3.8% 6.1%
2000 -5.4% 1.4% 0.8% -3.1% -4.4%
1999 3.1% 3.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/10/1986
  • Share Class size1,210Mn
  • Base currencyGBP
  • ISIN GB0007495293

Purchase Info

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

Charges

  • Annual management1.3%
  • Initial investment4

Related News

Why Henderson's Pattullo & Barnard won't buy gilts (yet)

Henderson Strategic Bond managers John Pattullo and Jenna Barnard believe gilts are 60-70% of the way through a pricing shift to reflect the realities of QE tapering and higher rates.

Can Japanese easing sustain the high yield party?

The relative strength of the high yield market has come as a surprise to many, given its low absolute yield on a historic basis. Yet some investors argue the sector has even further to go.

Jenna Barnard: the Keynesian animal spirit threat to bonds

Henderson deputy head of retail fixed income outlines the threat the rise in merger & acquistion poses to the investment grade bond market.

Henderson promotes Barnard, adds to fixed income team

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

...while Henderson’s Pattullo is braving gilts to fight falling inflation

Henderson Strategic Bond manager John Pattullo has increased duration in the fund and says gilts as worth backing short-term in the fight against low growth and falling inflation.

Thames River bond duo: the gilt bubble is about to burst

Thames River Global Bond managers Peter Geikie-Cobb and Paul Thursby are shorting UK gilts and bunds, arguing the gilt and bund market is 'going to go wrong and quite quickly'.

Henderson Strategic Bond

An adventurous fund investing across different parts of...

Fund of the Week: Henderson Strategic Bond

When uncertainty is as rife in the markets as it is now, the most attractive investments are often those throwing up steady levels of income.

How big is the high yield risk in strategic bond funds?

The tightening of spreads has caused strategic bond fund managers to bulk up their allocation to high yield in search of more yield, but is the credit risk worth the reward?

Are strategic bond managers taking on too much risk?

As investors herd towards high yield bonds questioned must be asked about the level of risk in strategic bond funds.

...more...

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