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Old Mutual Global Strategic Bond

Ranked 114 out of 138 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

To produce an attractive level of income together with capital appreciation by investing in a diversified international portfolio of fixed and variable rate bond investments, including convertible securities. The fund will vary the currencies in which it invests to enable it to achieve its objective.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 28/02/2016 - 28/02/2017
  • Rank 114/138 Total Return
  • Rank 39/138 Standard Deviation
  • Rank 54/138 Max Drawdown
Fund Name Currency Return
112 Deutsche Invest I Global Bonds GBP IDH

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2%

113 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8%

114 Old Mutual Global Strategic Bond A Inc GBP

2.7%

115 London&Capital Glbl Conservative Fxd Inc I GBP Acc GBP

2.6%

116 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.3%

Fund Name Currency Loss
53 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.0%

54 Old Mutual Global Strategic Bond A Inc GBP

-2.0%

55 PIMCO GIS Capital Securities Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.1%

56 Resolution (Irl) UK Fixed Income Fund GBP Ba GBP

-2.1%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 5.2% 3.0% 2.4% 1.0% -1.3%
2015 -4.8% 3.8% -4.6% -3.5% -0.4%
2014 -2.4% -2.6% -1.3% 1.3% 0.2%
2013 -1.2% 4.2% -5.1% -0.6% 0.5%
2012 5.5% 0.6% 3.5% -0.9% 2.2%
2011 3.5% -0.5% -0.7% 5.0% -0.2%
2010 11.4% 5.6% 3.3% 6.1% -3.7%
2009 15.4% -0.7% 3.7% 14.7% -2.2%
2008 25.1% 5.8% -2.1% 3.3% 16.9%
2007 6.8% 1.3% -3.1% 4.2% 4.4%
2006 -4.3% -0.8% -2.5% 1.0% -2.1%
2005 5.4% -0.9% 3.6% 1.8% 0.9%
2004 3.9% -1.5% -1.6% 4.4% 2.7%
2003 6.3% 5.6% 2.7% -1.0% -1.1%
2002 10.9% 0.8% 5.0% 1.3% 3.5%
2001 6.2% 4.0% 0.1% 2.1% -0.1%
2000 12.4% 0.2% 6.1% 0.8% 4.9%
1999 -4.2% -0.3% -2.3% -3.2% 1.7%
1998 13.2% 3.1% 2.5% 2.5% 4.5%
1997 11.9% 0.9% 4.4% 4.8% 1.5%
1996 5.6% -1.2% 2.5% 2.8% 1.5%
1995 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/11/1991
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB00B1XG7L17

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250

Charges

  • Annual management1.00%
  • Initial investment3.5

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...more...

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