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Old Mutual Global Strategic Bond

Ranked 39 out of 58 in - Global over 60 months
All calculations are in GBP

Managed by

Stewart Cowley

Stewart Cowley is a man with many strings to his bow. The multi-talented Cowley is also an accomplished orchestral musician and is the author of six children’s books. Cowley was head of global fixed interest at Invesco Asset Management from 1993-1995 before joining Hill Samuel Asset Management as head of global fixed interest and joint CIO. He was appointed director of investment management (fixed income) at Newton in 2000, and joined Old Mutual Asset Managers in early 2009. He now takes charge of the Old Mutual Dynamic and Global Strategic Bond funds.

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.

Performance

Global over : 30/11/2009 - 30/11/2014
  • Rank 39/58 Total Return
  • Rank 28/58 Standard Deviation
  • Rank 40/58 Max Drawdown
Fund Name Risk
26 NatWest Global Investment Grade Bond S2

1.3

26 Legg Mason Global Multi Strategy Bond A Inc

Currency exposure is hedged

Currency exposure is hedged

1.3

28 Old Mutual Global Strategic Bond A Inc

1.5

29 PIMCO GIS Diversified Income Inst GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

1.5

30 New Capital Total Return Bond Non Distributor GBP

1.6

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.6% -1.3% 1.3%
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 size75Mn
  • Base currencyGBP
  • ISIN GB00B1XG7L17

Purchase Info

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

Charges

  • Annual management1.0%
  • Initial investment3.5

Related News

Stewart Cowley: we can be heroes – just for one day

It's been quite a year for Old Mutual Global Investors' bond guru and he draws inspiration from his pet dog Toby as he gears up for 2015.

Stewart Cowley: 'If that’s wrong, I don’t want to be right'

As the chapter of quantative easing finally draws to a close in the US, how much have we benefited and will we really miss it?

Stewart Cowley: the stupidity of crowds

'The crowd isn’t being so wise today if you are a market rationalist,' says Old Mutual Global Investors' bond guru as he gets irked by irrational low bond yield levels.  

Stewart Cowley: through a glass darkly

In his latest piece for wealth manager Stewart Cowley explains why he is standing by his negative duration call even though it's been detrimental to performance of late.  

Stewart Cowley: letter to Mark Carney

Old Mutual's bond guru has some advice for Carney one year after he took the helm at the Bank of England.

Stewart Cowley: disappearing foam line - this far no further!!

Courtesy of QE, US households are richer than ever. What will happen when the music stops asks Old Mutual's bond guru.

Stewart Cowley: Manchester United 1 – Capitalism 0

Old Mutual Global Investors bond guru is struggling to comprehend the mass of words written on inequality lately.

Stewart Cowley: the extraction of wisdom

As Old Mutual's bond guru recovers from a wisdom tooth operation, he anticipates a whole new taste sensation from markets after Mario Draghi finally 'gets it'.  

Stewart Cowley: Oh bother!

In his latest column, Old Mutual fixed income and macro head Stewart Cowley is concerned about the desperate income scramble and ridicules the 'everything goes on forever' notion.

Stewart Cowley: it's a wonderful life

Old Mutual Global Investors' bond guru is pretty content with life and struggles to accept the 'want' culture in his industry.  

...more...

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