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Old Mutual Global Strategic Bond

Ranked 66 out of 70 in - Global over 60 months
All calculations are in GBP unless stated

Managed by

Christine Johnson

Christine Johnson is head of fixed income and a fund manager at Old Mutual Global Investors. She started as a credit analyst at Royal & Sun Alliance in 2000, one year later she moved to Investec as a high yield bond fund manager. In 2004, Christine moved to Halbis and served as a senior fund manager until she joined Old Mutual in 2010. Christine holds a degree in Economics from Manchester University. She likes skiing and competitive offshore sailing during her spare time.

Hinesh Patel

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 : 30/04/2011 - 30/04/2016
  • Rank 66/70 Total Return
  • Rank 33/70 Standard Deviation
  • Rank 61/70 Max Drawdown
Fund Name Currency Return
64 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

6.0%

65 Templeton Global Bond A (Mdis) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7%

66 Old Mutual Global Strategic Bond A Inc GBP

3.6%

67 Waverton Global Bond A GBP GBP

2.1%

68 FP Russell Defensive Assets A Acc GBP

1.9%

Fund Name Currency Risk
31 Old Mutual Global Strategic Bond GBP R Hgd Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

4.4

32 Baring Strategic Bond GBP Inc GBP

4.6

33 Old Mutual Global Strategic Bond A Inc GBP

4.8

34 BlackRock Fixed Income Global Opportunities A Inc GBP

4.9

35 Waverton Global Bond A GBP GBP

5.0

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 3.0%
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 size15Mn
  • 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).