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Old Mutual Global Strategic Bond

Ranked 17 out of 17 in - Global Flexible over 60 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 Flexible over : 31/10/2012 - 31/10/2017
  • Rank 17/17 Total Return
  • Rank 8/17 Standard Deviation
  • Rank 17/17 Max Drawdown
Fund Name Currency Return
13 Waverton Global Bond A GBP GBP

11.3%

14 Schroder ISF Strategic Bond GBP Hedged C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

7.5%

15 BlackRock Fixed Income Global Opportunities A Inc GBP

6.9%

16 Barings Strategic Bond A GBP Inc GBP

3.7%

17 Old Mutual Global Strategic Bond A Inc GBP

0.1%

Fund Name Currency Risk
6 AXA WF Global Strategic Bonds F C GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

7 Schroder ISF Global Credit Dur Hedged GBPH I Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.2

8 Old Mutual Global Strategic Bond A Inc GBP

4.1

9 BlackRock Fixed Income Global Opportunities A Inc GBP

4.2

10 Barings Strategic Bond A GBP Inc GBP

4.5

Fund Name Currency Loss
13 Amundi Oblig Internationales GBP I GBP

-8.6%

14 Legg Mason WA Global Multi Strat Pr Dis M H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-8.7%

15 Carmignac Pfl Unconstrained Glbl Bd W GBP acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.0%

16 PIMCO GIS Diversified Income Dur Hdg I GBP H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.8%

17 Old Mutual Global Strategic Bond A Inc GBP

-12.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.6% 1.8% 0.6%
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 size11Mn
  • 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).