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Old Mutual Corporate Bond

Ranked 71 out of 106 in - Sterling Corporate Bond over 12 months
All calculations are in GBP unless stated

Managed by

Lloyd Harris

Objective

The fund aims to maximise total return through investment in a diversified portfolio of fixed interest and other debt securities. Subject to the regulations, the property of the fund may include transferable securities; units in collective investment schemes (including those managed or operated by the ACD or an associate of the ACD), warrants, money market instruments, deposits and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Sterling Corporate Bond over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 0.5% -0.1%
2016 9.7% 1.9% 3.6% 6.9% -2.8%
2015 -2.2% 3.2% -4.5% -1.4% 0.7%
2014 9.5% 2.4% 2.9% 0.5% 3.4%
2013 4.9% 2.0% -2.1% 2.6% 2.4%
2012 17.6% 2.8% 2.3% 6.0% 5.5%
2011 3.9% 1.4% 1.5% -0.7% 1.7%
2010 15.9% 8.8% 0.5% 7.8% -1.6%
2009 35.7% -11.5% 25.5% 19.5% 2.2%
2008 -28.9% -5.2% -1.6% -11.4% -14.0%
2007 -0.7% 0.3% -1.8% -0.3% 1.1%
2006 2.6% -0.3% -1.1% 3.3% 0.6%
2005 10.6% 1.3% 4.5% 2.1% 2.3%
2004 7.7% 0.6% -1.4% 4.0% 4.5%
2003 5.4% 1.0% 3.6% 0.2% 0.5%
2002 12.6% 1.0% 3.6% 5.2% 2.4%
2001 7.8% 3.0% -0.3% 3.4% 1.6%
2000 1.4% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/06/2000
  • Share Class size98Mn
  • Base currencyGBP
  • ISIN GB00B1XG6V40

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment250

Charges

  • Annual management1.00%
  • Initial investment3.5

Related News

OMGI goes loco for ‘unloved’ CoCos

Old Mutual Global Investors (OMGI) has launched a contingent convertible (CoCo) fund.

OMGI bond boss Johnson exits following strategic review

Christine Johnson has left Old Mutual Global Investors following a restructure of the team.

Old Mutual brings Corporate Bond fund in-house

Old Mutual has bought the management contract of its $25.6 million Investment Grade Corporate Bond fund in-house

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