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Old Mutual Global Strategic Bond A GBP Inc

Ranked 101 out of 112 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Nash

Mark Nash is head of Global Bonds at Old Mutual Global Investors having joined the group from Invesco in 2016. He spent 15 years at Invesco Asset Management and has a BSc in chemistry and material engineering from Nottingham University. He is also a CFA Charterholder.

Nick Wall

Objective

The Fund seeks total return comprised of income and capital growth by investing in bonds and similar debt investments issued by companies, governments and other public entities located throughout the world. It will not invest more than 20 % in sub-investment grade bonds and similar debt investments (e.g. those with a rating of below BBB - as rated by Standard and Poors or below Baa3 by Moodys). The Fund will not invest more than 20 % in investments issued outside of the OECD member countries.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 101/112 Total Return
  • Rank 85/112 Standard Deviation
  • Rank 87/112 Max Drawdown
Fund Name Currency Risk
83 Heritam SICAV Equinox Fund HI GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

84 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

5.8

85 CF Canlife Global Bond B Acc GBP

6.2

85 Old Mutual Global Strategic Bond A GBP Inc GBP

6.2

87 M&G Global Government Bond A Inc GBP

6.3

Fund Name Currency Loss
85 Legg Mason BW Global Sov Crdt BW Pr GBP Acc Hdg AH

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

86 Morgan Stanley Global Bond AX GBP GBP

-4.4%

87 Old Mutual Global Strategic Bond A GBP Inc GBP

-4.4%

88 Insight Global (ex-UK) Bond S GBP Acc GBP

-4.5%

89 Invesco Bond C Acc GBP GBP

-4.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.7% -0.4% -1.4%
2016 17.9% 7.4% 8.1% 3.8% -2.1%
2015 0.8% 4.1% -8.3% 4.6% 1.0%
2014 2.8% 0.2% -0.8% 1.3% 2.1%
2013 -8.6% 3.5% -4.1% -4.2% -3.8%
2012 -0.7% -2.4% 2.7% -0.3% -0.7%
2011 4.4% -3.0% 4.9% 2.0% 0.6%
2010 1.3% 1.1% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Macau
  10. Norway
  11. Peru
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date19/03/2010
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN IE00B3DWT398

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment6.25

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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).