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Old Mutual Global Strategic Bond

Ranked 86 out of 125 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Mark Nash

Mark Nash is head of Global (ex US) Macro Alpha Source Management at Invesco Asset Management. Having joined the company in 2001, he manages the Invesco Absolute Return Bond Fund as well as institutional mandates. His bond-focused strategy combines macro, fundamental and benchmark-aware investment styles. He also considers futures, options and currency forwards derivatives. Mark studied chemistry and materials engineering at Nottingham University and is a CFA Charterholder.

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 : 31/07/2015 - 31/07/2016
  • Rank 86/125 Total Return
  • Rank 51/125 Standard Deviation
  • Rank 73/125 Max Drawdown
Fund Name Currency Return
84 Franklin Global Aggregate Bond A (Qdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5%

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

3.4%

86 Old Mutual Global Strategic Bond A Inc GBP

3.4%

87 Henderson HF Total Return Bond Z2 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3%

88 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2%

Fund Name Currency Risk
49 Russell IC Global Credit GBPH-U Income

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9

50 Barclays GlobalBeta Portfolio 1 AA GBP GBP

3.9

51 Old Mutual Global Strategic Bond A Inc GBP

4.0

52 Scottish Widows Cautious Portfolio A Acc GBP

4.0

53 Janus Global Flexible Income U GBP Acc Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

4.2

Fund Name Currency Loss
71 BlackRock Fixed Income Global Opportunities A Inc GBP

-2.7%

72 SLI Glo SICAV Global Bond D GBP GBP

-2.8%

73 Old Mutual Global Strategic Bond A Inc GBP

-2.9%

74 Carmignac Pfl Global Bond F GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

75 Oasis Crescent Global Income E GBP Inc GBP

-2.9%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 3.0% 2.4%
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 size14Mn
  • 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).